Principal Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Principal Securities’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.5M	Sell	157,681 -2,189	-1%	-$326K	0.33%	55
2025 Q4	$23.8M	Buy	159,870 +3,285	+2%	+$485K	0.37%	51
2025 Q3	$22.8M	Sell	156,585 -2,439	-2%	-$342K	0.38%	52
2025 Q2	$21.5M	Buy	159,024 +103,987	+189%	+$13M	0.4%	48
2025 Q1	$7.08M	Buy	55,037 +255	+0.5%	+$32.9K	0.16%	126
2024 Q4	$7.05M	Buy	54,782 +10,102	+23%	+$1.31M	0.16%	125
2024 Q3	$5.61M	Buy	44,680 +130	+0.3%	+$15.7K	0.14%	146
2024 Q2	$5.29M	Buy	44,550 +272	+0.6%	+$31.2K	0.15%	131
2024 Q1	$5.11M	Sell	44,278 -4,798	-10%	-$526K	0.16%	122
2023 Q4	$5.16M	Buy	+49,076	New	+$4.81M	0.19%	108

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Principal Securities's ITOT Position: Q1 2026 in Review

Principal Securities reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q1 2026, selling an estimated $326K and leaving 157,681 shares worth $22.5M. The position accounts for 0.33% of the portfolio, ranked #55.

Principal Securities first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Principal Securities held 157,681 shares of iShares Core S&P Total US Stock Market ETF worth $22.5M as of Q1 2026.
Principal Securities sold 2,189 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $326K.
iShares Core S&P Total US Stock Market ETF made up 0.33% of Principal Securities's portfolio in Q1 2026, its #55 holding.
Principal Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Core S&P Total US Stock Market ETF position peaked at $23.8M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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