Principal Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Principal Securities’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Sell	1,217 -65	-5%	-$23.7K	0.01%	1092
2026 Q1	$402K	Buy	1,282 +21	+2%	+$6.99K	0.01%	1072
2025 Q4	$407K	Buy	1,261 +18	+1%	+$5.85K	0.01%	1014
2025 Q3	$398K	Sell	1,243 -63	-5%	-$19K	0.01%	998
2025 Q2	$373K	Sell	1,306 -5,929	-82%	-$1.56M	0.01%	981
2025 Q1	$2.08M	Hold	7,235	–	–	0.05%	346
2024 Q4	$2.08M	Buy	7,235 +668	+10%	+$198K	0.05%	342
2024 Q3	$1.87M	Buy	6,567 +689	+12%	+$189K	0.05%	369
2024 Q2	$1.54M	Buy	5,878 +784	+15%	+$204K	0.04%	368
2024 Q1	$1.38M	Sell	5,094 -514	-9%	-$131K	0.04%	367
2023 Q4	$1.41M	Buy	+5,608	New	+$1.26M	0.05%	323

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Principal Securities's IWO Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.1% in Q2 2026, selling an estimated $23.7K and leaving 1,217 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1092.

Principal Securities first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q1 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Principal Securities held 1,217 shares of iShares Russell 2000 Growth ETF worth $479K as of Q2 2026.
Principal Securities sold 65 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $23.7K.
iShares Russell 2000 Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1092 holding.
Principal Securities first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Russell 2000 Growth ETF position peaked at $2.08M in Q1 2025.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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