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Principal Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Principal Securities’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95M Sell
7,878
-2,479
-24% -$639K 0.03% 506
2025
Q4 		$2.55M Buy
10,357
+2,052
+25% +$504K 0.04% 398
2025
Q3 		$2.01M Buy
8,305
+2,236
+37% +$513K 0.03% 463
2025
Q2 		$1.31M Sell
6,069
-9,648
-61% -$1.94M 0.02% 531
2025
Q1 		$3.47M Hold
15,717
– – 0.08% 245
2024
Q4 		$3.47M Buy
15,717
+848
+6% +$193K 0.08% 245
2024
Q3 		$3.28M Buy
14,869
+10,044
+208% +$2.15M 0.08% 235
2024
Q2 		$979K Sell
4,825
-958
-17% -$194K 0.03% 486
2024
Q1 		$1.22M Sell
5,783
-229
-4% -$45.7K 0.04% 403
2023
Q4 		$1.21M Buy
+6,012
New +$1.08M 0.04% 360

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Principal Securities's IWM Position: Q1 2026 in Review

Principal Securities reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, selling an estimated $639K and leaving 7,878 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #506.

Principal Securities first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Principal Securities held 7,878 shares of iShares Russell 2000 ETF worth $1.95M as of Q1 2026.
  • Principal Securities sold 2,479 iShares Russell 2000 ETF shares in Q1 2026, an estimated $639K.
  • iShares Russell 2000 ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #506 holding.
  • Principal Securities first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares Russell 2000 ETF position peaked at $3.47M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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