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Principal Securities’s iShares Russell Top 200 ETF IWL Stock Holding History

Principal Securities’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
7,443
-95
-1% -$17.1K 0.02% 676
2026
Q1 		$1.21M Sell
7,538
-398
-5% -$67.1K 0.02% 661
2025
Q4 		$1.35M Sell
7,936
-819
-9% -$138K 0.02% 606
2025
Q3 		$1.45M Sell
8,755
-245
-3% -$39K 0.02% 540
2025
Q2 		$1.38M Buy
9,000
+78
+0.9% +$11K 0.03% 517
2025
Q1 		$1.29M Buy
8,922
+2,733
+44% +$397K 0.03% 472
2024
Q4 		$896K Buy
6,189
+529
+9% +$76.5K 0.02% 588
2024
Q3 		$795K Buy
5,660
+78
+1% +$10.6K 0.02% 611
2024
Q2 		$748K Buy
5,582
+423
+8% +$54.1K 0.02% 570
2024
Q1 		$656K Buy
5,159
+1,377
+36% +$167K 0.02% 567
2023
Q4 		$435K Buy
+3,782
New +$409K 0.02% 656

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Principal Securities's IWL Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell Top 200 ETF (IWL) stake by 1.3% in Q2 2026, selling an estimated $17.1K and leaving 7,443 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #676.

Principal Securities first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Principal Securities held 7,443 shares of iShares Russell Top 200 ETF worth $1.38M as of Q2 2026.
  • Principal Securities sold 95 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Russell Top 200 ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #676 holding.
  • Principal Securities first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Russell Top 200 ETF position peaked at $1.45M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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