Principal Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Principal Securities’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65M	Buy	182,403 +2,651	+1%	+$988K	0.95%	17
2025 Q4	$67.1M	Buy	179,752 +3,769	+2%	+$1.4M	1.04%	14
2025 Q3	$64.3M	Sell	175,983 -2,928	-2%	-$1.03M	1.06%	15
2025 Q2	$60.8M	Buy	178,911 +12,970	+8%	+$4.07M	1.14%	12
2025 Q1	$53.5M	Buy	165,941 +136	+0.1%	+$44K	1.2%	12
2024 Q4	$53.4M	Buy	165,805 +5,588	+3%	+$1.81M	1.2%	12
2024 Q3	$50.4M	Sell	160,217 -445	-0.3%	-$135K	1.22%	9
2024 Q2	$47.8M	Sell	160,662 -2,833	-2%	-$813K	1.32%	8
2024 Q1	$47.1M	Buy	163,495 +39,898	+32%	+$10.9M	1.47%	7
2023 Q4	$32.4M	Buy	+123,597	New	+$30.3M	1.21%	10

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Principal Securities's IWB Position: Q1 2026 in Review

Principal Securities increased its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q1 2026, buying an estimated $988K and bringing the position to 182,403 shares worth $65M. The position accounts for 0.95% of the portfolio, ranked #17.

Principal Securities first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $67.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Principal Securities held 182,403 shares of iShares Russell 1000 ETF worth $65M as of Q1 2026.
Principal Securities bought 2,651 iShares Russell 1000 ETF shares in Q1 2026, an estimated $988K.
iShares Russell 1000 ETF made up 0.95% of Principal Securities's portfolio in Q1 2026, its #17 holding.
Principal Securities first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell 1000 ETF position peaked at $67.1M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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