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Principal Securities’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Principal Securities’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$845K Buy
7,134
+584
+9% +$70.5K 0.01% 778
2025
Q4 		$745K Sell
6,550
-76
-1% -$8.52K 0.01% 789
2025
Q3 		$733K Sell
6,626
-107
-2% -$11.4K 0.01% 766
2025
Q2 		$670K Sell
6,733
-3
-0% -$283 0.01% 742
2025
Q1 		$732K Buy
6,736
+35
+0.5% +$3.69K 0.02% 659
2024
Q4 		$728K Buy
6,701
+461
+7% +$51.1K 0.02% 659
2024
Q3 		$672K Sell
6,240
-61
-1% -$6.33K 0.02% 662
2024
Q2 		$613K Buy
6,301
+1,143
+22% +$112K 0.02% 633
2024
Q1 		$530K Sell
5,158
-198,453
-97% -$19.7M 0.02% 640
2023
Q4 		$21M Buy
+203,611
New +$18.6M 0.78% 21

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Principal Securities's IJS Position: Q1 2026 in Review

Principal Securities increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.9% in Q1 2026, buying an estimated $70.5K and bringing the position to 7,134 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #778.

Principal Securities first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $21M in Q4 2023. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Principal Securities held 7,134 shares of iShares S&P Small-Cap 600 Value ETF worth $845K as of Q1 2026.
  • Principal Securities bought 584 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $70.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #778 holding.
  • Principal Securities first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares S&P Small-Cap 600 Value ETF position peaked at $21M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.