Principal Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Principal Securities’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	8,123 -15	-0.2%	-$2.03K	0.02%	718
2025 Q4	$1.11M	Sell	8,138 -361	-4%	-$50.5K	0.02%	665
2025 Q3	$1.21M	Buy	8,499 +345	+4%	+$48.8K	0.02%	609
2025 Q2	$1.13M	Buy	8,154 +749	+10%	+$94.8K	0.02%	577
2025 Q1	$939K	Buy	7,405 +230	+3%	+$29.6K	0.02%	579
2024 Q4	$909K	Buy	7,175 +1,225	+21%	+$156K	0.02%	583
2024 Q3	$698K	Buy	5,950 +749	+14%	+$83.7K	0.02%	649
2024 Q2	$574K	Buy	5,201 +633	+14%	+$69.5K	0.02%	655
2024 Q1	$521K	Buy	4,568 +1,826	+67%	+$198K	0.02%	649
2023 Q4	$286K	Buy	+2,742	New	+$260K	0.01%	803

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Principal Securities's IWP Position: Q1 2026 in Review

Principal Securities reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.18% in Q1 2026, selling an estimated $2.03K and leaving 8,123 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #718.

Principal Securities first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Principal Securities held 8,123 shares of iShares Russell Mid-Cap Growth ETF worth $1.04M as of Q1 2026.
Principal Securities sold 15 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.03K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #718 holding.
Principal Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell Mid-Cap Growth ETF position peaked at $1.21M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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