Principal Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Principal Securities’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$995K	Sell	4,106 -1,107	-21%	-$258K	0.01%	788
2026 Q1	$1.11M	Buy	5,213 +2,443	+88%	+$535K	0.02%	696
2025 Q4	$583K	Sell	2,770 -468	-14%	-$96.7K	0.01%	884
2025 Q3	$659K	Sell	3,238 -242	-7%	-$48.1K	0.01%	802
2025 Q2	$676K	Buy	3,480 +833	+31%	+$154K	0.01%	738
2025 Q1	$490K	Hold	2,647	–	–	0.01%	783
2024 Q4	$490K	Sell	2,647 -24	-0.9%	-$4.6K	0.01%	779
2024 Q3	$507K	Buy	2,671 +19	+0.7%	+$3.46K	0.01%	752
2024 Q2	$463K	Buy	2,652 +120	+5%	+$21K	0.01%	729
2024 Q1	$454K	Sell	2,532 -151	-6%	-$25.6K	0.01%	705
2023 Q4	$443K	Buy	+2,683	New	+$414K	0.02%	645

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Principal Securities's IWD Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, selling an estimated $258K and leaving 4,106 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #788.

Principal Securities first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2026. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Principal Securities held 4,106 shares of iShares Russell 1000 Value ETF worth $995K as of Q2 2026.
Principal Securities sold 1,107 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $258K.
iShares Russell 1000 Value ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #788 holding.
Principal Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Russell 1000 Value ETF position peaked at $1.11M in Q1 2026.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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