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Principal Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

Principal Securities’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.9M Sell
671,256
-30,827
-4% -$3.34M 0.89% 16
2026
Q1 		$71.8M Buy
702,083
+74,434
+12% +$7.81M 1.05% 14
2025
Q4 		$64.4M Sell
627,649
-108,918
-15% -$11M 0.99% 16
2025
Q3 		$73.6M Buy
736,567
+3,427
+0.5% +$334K 1.21% 9
2025
Q2 		$69.4M Buy
733,140
+396,094
+118% +$35.7M 1.3% 9
2025
Q1 		$31.2M Hold
337,046
– – 0.7% 26
2024
Q4 		$31.2M Buy
337,046
+14,511
+4% +$1.4M 0.7% 26
2024
Q3 		$30.8M Sell
322,535
-3,606
-1% -$332K 0.74% 22
2024
Q2 		$28.7M Buy
326,141
+33,097
+11% +$2.92M 0.79% 21
2024
Q1 		$26.5M Buy
293,044
+17,494
+6% +$1.51M 0.83% 16
2023
Q4 		$23.2M Buy
+275,550
New +$21.5M 0.87% 18

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Principal Securities's IUSV Position: Q2 2026 in Review

Principal Securities reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.4% in Q2 2026, selling an estimated $3.34M and leaving 671,256 shares worth $73.9M. The position accounts for 0.89% of the portfolio, ranked #16.

Principal Securities first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Principal Securities held 671,256 shares of iShares Core S&P US Value ETF worth $73.9M as of Q2 2026.
  • Principal Securities sold 30,827 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.34M.
  • iShares Core S&P US Value ETF made up 0.89% of Principal Securities's portfolio in Q2 2026, its #16 holding.
  • Principal Securities first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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