Principal Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Principal Securities’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.6M	Sell	231,839 -22,364	-9%	-$4.04M	0.53%	35
2026 Q1	$39.4M	Sell	254,203 -52,654	-17%	-$8.67M	0.58%	33
2025 Q4	$51.5M	Sell	306,857 -42,106	-12%	-$7.02M	0.8%	25
2025 Q3	$57.4M	Buy	348,963 +44,029	+14%	+$6.92M	0.95%	16
2025 Q2	$45.9M	Buy	304,934 +164,847	+118%	+$22.3M	0.86%	19
2025 Q1	$19.5M	Hold	140,087	–	–	0.44%	48
2024 Q4	$19.5M	Buy	140,087 +2,156	+2%	+$296K	0.44%	48
2024 Q3	$18.2M	Buy	137,931 +2,492	+2%	+$317K	0.44%	43
2024 Q2	$17.3M	Buy	135,439 +16,599	+14%	+$1.98M	0.48%	41
2024 Q1	$13.9M	Buy	118,840 +6,300	+6%	+$701K	0.43%	43
2023 Q4	$11.7M	Buy	+112,540	New	+$11.1M	0.44%	46

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Principal Securities's IUSG Position: Q2 2026 in Review

Principal Securities reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.8% in Q2 2026, selling an estimated $4.04M and leaving 231,839 shares worth $43.6M. The position accounts for 0.53% of the portfolio, ranked #35.

Principal Securities first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.4M in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Principal Securities held 231,839 shares of iShares Core S&P US Growth ETF worth $43.6M as of Q2 2026.
Principal Securities sold 22,364 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $4.04M.
iShares Core S&P US Growth ETF made up 0.53% of Principal Securities's portfolio in Q2 2026, its #35 holding.
Principal Securities first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Core S&P US Growth ETF position peaked at $57.4M in Q3 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.