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Principal Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Principal Securities’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Buy
24,579
+1,943
+9% +$234K 0.04% 398
2026
Q1 		$2.41M Buy
22,636
+2,000
+10% +$227K 0.04% 423
2025
Q4 		$2.44M Buy
20,636
+88
+0.4% +$10.4K 0.04% 416
2025
Q3 		$2.41M Sell
20,548
-1,352
-6% -$151K 0.04% 395
2025
Q2 		$2.32M Buy
21,900
+128
+0.6% +$12.2K 0.04% 368
2025
Q1 		$2.19M Buy
21,772
+76
+0.4% +$7.5K 0.05% 332
2024
Q4 		$2.18M Sell
21,696
-148
-0.7% -$14.6K 0.05% 329
2024
Q3 		$2.05M Buy
21,844
+4,772
+28% +$433K 0.05% 341
2024
Q2 		$1.56M Sell
17,072
-816
-5% -$69.7K 0.04% 366
2024
Q1 		$1.51M Buy
17,888
+400
+2% +$32.2K 0.05% 345
2023
Q4 		$1.33M Buy
+17,488
New +$1.24M 0.05% 340

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities's IWF Position: Q2 2026 in Review

Principal Securities increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.6% in Q2 2026, buying an estimated $234K and bringing the position to 24,579 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #398.

Principal Securities first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Principal Securities held 24,579 shares of iShares Russell 1000 Growth ETF worth $3.05M as of Q2 2026.
  • Principal Securities bought 1,943 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $234K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #398 holding.
  • Principal Securities first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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