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

Principal Securities’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202M	Buy	309,596 +14,344	+5%	+$9.79M	2.97%	2
2025 Q4	$202M	Buy	295,252 +26,449	+10%	+$18M	3.12%	2
2025 Q3	$180M	Buy	268,803 +59,698	+29%	+$38.4M	2.96%	2
2025 Q2	$130M	Buy	209,105 +68,528	+49%	+$39.3M	2.44%	2
2025 Q1	$82.8M	Buy	140,577 +1,523	+1%	+$899K	1.85%	4
2024 Q4	$81.9M	Sell	139,054 -37,783	-21%	-$22.4M	1.84%	4
2024 Q3	$102M	Sell	176,837 -24,628	-12%	-$13.7M	2.47%	3
2024 Q2	$110M	Buy	201,465 +10,608	+6%	+$5.58M	3.04%	2
2024 Q1	$100M	Buy	190,857 +65,327	+52%	+$32.7M	3.13%	2
2023 Q4	$60M	Buy	+125,530	New	+$56.2M	2.23%	4

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Principal Securities's IVV Position: Q1 2026 in Review

Principal Securities increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q1 2026, buying an estimated $9.79M and bringing the position to 309,596 shares worth $202M. The position accounts for 2.97% of the portfolio, ranked #2.

Principal Securities first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Principal Securities held 309,596 shares of iShares Core S&P 500 ETF worth $202M as of Q1 2026.
Principal Securities bought 14,344 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $9.79M.
iShares Core S&P 500 ETF made up 2.97% of Principal Securities's portfolio in Q1 2026, its #2 holding.
Principal Securities first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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