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Principal Securities’s iShares Russell 2000 Value ETF IWN Stock Holding History

Principal Securities’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519K Sell
2,346
-63
-3% -$13.2K 0.01% 1058
2026
Q1 		$457K Sell
2,409
-9
-0.4% -$1.74K 0.01% 1012
2025
Q4 		$438K Sell
2,418
-49
-2% -$8.8K 0.01% 988
2025
Q3 		$436K Sell
2,467
-53
-2% -$8.95K 0.01% 957
2025
Q2 		$398K Sell
2,520
-208
-8% -$31K 0.01% 953
2025
Q1 		$448K Hold
2,728
– – 0.01% 819
2024
Q4 		$448K Buy
2,728
+531
+24% +$90.6K 0.01% 815
2024
Q3 		$367K Buy
2,197
+26
+1% +$4.22K 0.01% 864
2024
Q2 		$331K Sell
2,171
-94
-4% -$14.4K 0.01% 848
2024
Q1 		$360K Buy
2,265
+387
+21% +$58.6K 0.01% 793
2023
Q4 		$292K Buy
+1,878
New +$260K 0.01% 796

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Principal Securities's IWN Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.6% in Q2 2026, selling an estimated $13.2K and leaving 2,346 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1058.

Principal Securities first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Principal Securities held 2,346 shares of iShares Russell 2000 Value ETF worth $519K as of Q2 2026.
  • Principal Securities sold 63 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 2000 Value ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1058 holding.
  • Principal Securities first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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