Principal Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Principal Securities’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8M	Sell	131,189 -52,004	-28%	-$5.26M	0.17%	117
2026 Q1	$17M	Sell	183,193 -37,559	-17%	-$3.57M	0.25%	73
2025 Q4	$20.3M	Buy	220,752 +220,656	+229,850%	+$19.8M	0.31%	59
2025 Q3	$8.44K	Hold	96	–	–	﹤0.01%	2785
2025 Q2	$8.08K	Sell	96 -105	-52%	-$8.45K	﹤0.01%	2707
2025 Q1	$15.9K	Hold	201	–	–	﹤0.01%	2335
2024 Q4	$15.9K	Sell	201 -346,761	-100%	-$28.4M	﹤0.01%	2331
2024 Q3	$28.2M	Buy	+346,962	New	+$27.1M	0.68%	27

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Principal Securities's IWX Position: Q2 2026 in Review

Principal Securities reduced its iShares Russell Top 200 Value ETF (IWX) stake by 28% in Q2 2026, selling an estimated $5.26M and leaving 131,189 shares worth $13.8M. The position accounts for 0.17% of the portfolio, ranked #117.

Principal Securities first reported a position in IWX in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.2M in Q3 2024. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Principal Securities held 131,189 shares of iShares Russell Top 200 Value ETF worth $13.8M as of Q2 2026.
Principal Securities sold 52,004 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $5.26M.
iShares Russell Top 200 Value ETF made up 0.17% of Principal Securities's portfolio in Q2 2026, its #117 holding.
Principal Securities first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 8 quarters since.
Principal Securities's iShares Russell Top 200 Value ETF position peaked at $28.2M in Q3 2024.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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