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

Principal Securities’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Sell	12,872 -676	-5%	-$100K	0.03%	521
2025 Q4	$1.91M	Sell	13,548 -1,274	-9%	-$178K	0.03%	488
2025 Q3	$2.07M	Sell	14,822 -376	-2%	-$51.4K	0.03%	450
2025 Q2	$2.01M	Sell	15,198 -570	-4%	-$71.5K	0.04%	409
2025 Q1	$2.04M	Hold	15,768	–	–	0.05%	356
2024 Q4	$2.04M	Buy	15,768 +1,526	+11%	+$204K	0.05%	351
2024 Q3	$1.88M	Buy	14,242 +315	+2%	+$39.8K	0.05%	366
2024 Q2	$1.68M	Sell	13,927 -1,416	-9%	-$172K	0.05%	341
2024 Q1	$1.92M	Buy	15,343 +513	+3%	+$60.4K	0.06%	280
2023 Q4	$1.72M	Buy	+14,830	New	+$1.58M	0.06%	277

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Principal Securities's IWS Position: Q1 2026 in Review

Principal Securities reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5% in Q1 2026, selling an estimated $100K and leaving 12,872 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #521.

Principal Securities first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.07M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Principal Securities held 12,872 shares of iShares Russell Mid-Cap Value ETF worth $1.88M as of Q1 2026.
Principal Securities sold 676 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $100K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #521 holding.
Principal Securities first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell Mid-Cap Value ETF position peaked at $2.07M in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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