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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
Q2 		$60.3M Sell
147,167
-35,236
-19% -$14M 0.73% 22
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's IWB Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell 1000 ETF (IWB) stake by 19% in Q2 2026, selling an estimated $14M and leaving 147,167 shares worth $60.3M. The position accounts for 0.73% of the portfolio, ranked #22.

Principal Securities first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.1M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Principal Securities held 147,167 shares of iShares Russell 1000 ETF worth $60.3M as of Q2 2026.
  • Principal Securities sold 35,236 iShares Russell 1000 ETF shares in Q2 2026, an estimated $14M.
  • iShares Russell 1000 ETF made up 0.73% of Principal Securities's portfolio in Q2 2026, its #22 holding.
  • Principal Securities first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Russell 1000 ETF position peaked at $67.1M in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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