Principal Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Principal Securities’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Sell	62,380 -4,925	-7%	-$1.3M	0.23%	84
2025 Q4	$18.6M	Sell	67,305 -41,781	-38%	-$11.6M	0.29%	62
2025 Q3	$29.9M	Buy	109,086 +91,444	+518%	+$23.7M	0.49%	36
2025 Q2	$4.35M	Sell	17,642 -145,093	-89%	-$32.3M	0.08%	245
2025 Q1	$38.3M	Hold	162,735	–	–	0.86%	19
2024 Q4	$38.3M	Buy	162,735 +152,427	+1,479%	+$35M	0.86%	19
2024 Q3	$2.27M	Sell	10,308 -123,131	-92%	-$26.2M	0.05%	307
2024 Q2	$28.6M	Buy	133,439 +12,880	+11%	+$2.57M	0.79%	22
2024 Q1	$23.5M	Buy	120,559 +23,669	+24%	+$4.42M	0.73%	23
2023 Q4	$17M	Buy	+96,890	New	+$15.9M	0.63%	31

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Principal Securities's IWY Position: Q1 2026 in Review

Principal Securities reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.3% in Q1 2026, selling an estimated $1.3M and leaving 62,380 shares worth $15.5M. The position accounts for 0.23% of the portfolio, ranked #84.

Principal Securities first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.3M in Q1 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Principal Securities held 62,380 shares of iShares Russell Top 200 Growth ETF worth $15.5M as of Q1 2026.
Principal Securities sold 4,925 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.3M.
iShares Russell Top 200 Growth ETF made up 0.23% of Principal Securities's portfolio in Q1 2026, its #84 holding.
Principal Securities first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Russell Top 200 Growth ETF position peaked at $38.3M in Q1 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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