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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Principal Securities's IWO Position: Q1 2026 in Review

Principal Securities increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q1 2026, buying an estimated $6.99K and bringing the position to 1,282 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1072.

Principal Securities first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Principal Securities held 1,282 shares of iShares Russell 2000 Growth ETF worth $402K as of Q1 2026.
Principal Securities bought 21 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $6.99K.
iShares Russell 2000 Growth ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1072 holding.
Principal Securities first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell 2000 Growth ETF position peaked at $2.08M in Q1 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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