Principal Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Principal Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,003	Closed	-$1.06M	–	2393
2024 Q2	$1.06M	Buy	17,003 +3,570	+27%	+$225K	﹤0.01%	1853
2024 Q1	$881K	Buy	13,433 +3,005	+29%	+$186K	﹤0.01%	1884
2023 Q4	$642K	Buy	10,428 +1,088	+12%	+$60.3K	﹤0.01%	1906
2023 Q3	$509K	Buy	9,340 +1,655	+22%	+$95.3K	﹤0.01%	1946
2023 Q2	$442K	Buy	7,685 +3,915	+104%	+$214K	﹤0.01%	1982
2023 Q1	$207K	Buy	+3,770	New	+$212K	﹤0.01%	2177

Other funds holding SMMD

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Principal Financial Group's SMMD Position: Q3 2024 in Review

Principal Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q3 2024, closing a stake of 17,003 shares — an estimated $1.06M sold.

Principal Financial Group first reported a position in SMMD in Q1 2023 and held it in 6 quarters. The position peaked at $1.06M in Q2 2024. 173 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

Principal Financial Group reported no remaining iShares Russell 2500 ETF position as of Q3 2024 after selling out during the quarter.
Principal Financial Group sold 17,003 iShares Russell 2500 ETF shares in Q3 2024, an estimated $1.06M.
Principal Financial Group first reported a position in iShares Russell 2500 ETF in Q1 2023 and held it in 6 quarters.
Principal Financial Group's iShares Russell 2500 ETF position peaked at $1.06M in Q2 2024.
173 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.