Principal Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130M Buy
2025
Q1
$82.8M Buy
2024
Q4
$81.9M Sell
2024
Q3
$102M Sell
2024
Q2
$110M Buy
2024
Q1
$100M Buy
2023
Q4
$60M Buy