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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's IWD Position: Q1 2026 in Review

Principal Securities increased its iShares Russell 1000 Value ETF (IWD) stake by 88% in Q1 2026, buying an estimated $535K and bringing the position to 5,213 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #696.

Principal Securities first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Principal Securities held 5,213 shares of iShares Russell 1000 Value ETF worth $1.11M as of Q1 2026.
Principal Securities bought 2,443 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $535K.
iShares Russell 1000 Value ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #696 holding.
Principal Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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