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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
Q2 		$2.38M Buy
7,917
+39
+0.5% +$11K 0.03% 491
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Securities's IWM Position: Q2 2026 in Review

Principal Securities increased its iShares Russell 2000 ETF (IWM) stake by 0.5% in Q2 2026, buying an estimated $11K and bringing the position to 7,917 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #491.

Principal Securities first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Principal Securities held 7,917 shares of iShares Russell 2000 ETF worth $2.38M as of Q2 2026.
  • Principal Securities bought 39 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11K.
  • iShares Russell 2000 ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #491 holding.
  • Principal Securities first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Russell 2000 ETF position peaked at $3.47M in Q1 2025.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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