Principal Securities’s iShares US Financial Services ETF IYG Stock Holding History

Principal Securities’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-451	Closed	-$40.4K	–	2474
2025 Q3	$40.4K	Sell	451 -171	-27%	-$15K	﹤0.01%	2059
2025 Q2	$53.2K	Sell	622 -5,375	-90%	-$426K	﹤0.01%	1836
2025 Q1	$467K	Hold	5,997	–	–	0.01%	803
2024 Q4	$467K	Sell	5,997 -84	-1%	-$6.48K	0.01%	798
2024 Q3	$432K	Hold	6,081	–	–	0.01%	812
2024 Q2	$397K	Sell	6,081 -675	-10%	-$43.8K	0.01%	790
2024 Q1	$448K	Sell	6,756 -120	-2%	-$7.45K	0.01%	709
2023 Q4	$411K	Buy	+6,876	New	+$370K	0.02%	683

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities's IYG Position: Q4 2025 in Review

Principal Securities sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 451 shares — an estimated $40.4K sold.

Principal Securities first reported a position in IYG in Q4 2023 and held it in 8 quarters. The position peaked at $467K in Q1 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Principal Securities reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 451 iShares US Financial Services ETF shares in Q4 2025, an estimated $40.4K.
Principal Securities first reported a position in iShares US Financial Services ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares US Financial Services ETF position peaked at $467K in Q1 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.