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

Principal Securities’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.59M	Sell	47,256 -1,646	-3%	-$164K	0.07%	278
2025 Q4	$4.71M	Sell	48,902 -778	-2%	-$74.8K	0.07%	256
2025 Q3	$4.8M	Buy	49,680 +1,533	+3%	+$145K	0.08%	239
2025 Q2	$4.43M	Buy	48,147 +3,407	+8%	+$294K	0.08%	240
2025 Q1	$3.95M	Buy	44,740 +2,242	+5%	+$200K	0.09%	225
2024 Q4	$3.76M	Sell	42,498 -901	-2%	-$81.8K	0.08%	235
2024 Q3	$3.83M	Sell	43,399 -1,614	-4%	-$136K	0.09%	213
2024 Q2	$3.65M	Sell	45,013 -264	-0.6%	-$21.5K	0.1%	189
2024 Q1	$3.81M	Sell	45,277 -1,942	-4%	-$154K	0.12%	166
2023 Q4	$3.67M	Buy	+47,219	New	+$3.35M	0.14%	148

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Securities's IWR Position: Q1 2026 in Review

Principal Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q1 2026, selling an estimated $164K and leaving 47,256 shares worth $4.59M. The position accounts for 0.07% of the portfolio, ranked #278.

Principal Securities first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.8M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Principal Securities held 47,256 shares of iShares Russell Mid-Cap ETF worth $4.59M as of Q1 2026.
Principal Securities sold 1,646 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $164K.
iShares Russell Mid-Cap ETF made up 0.07% of Principal Securities's portfolio in Q1 2026, its #278 holding.
Principal Securities first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell Mid-Cap ETF position peaked at $4.8M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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