Principal Securities’s iShares US Technology ETF IYW Stock Holding History

Principal Securities’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Sell	11,858 -25,333	-68%	-$5.82M	0.04%	404
2026 Q1	$6.75M	Sell	37,191 -1,759	-5%	-$340K	0.1%	189
2025 Q4	$7.78M	Sell	38,950 -152	-0.4%	-$30.4K	0.12%	163
2025 Q3	$7.66M	Sell	39,102 -14,144	-27%	-$2.59M	0.13%	150
2025 Q2	$9.23M	Sell	53,246 -3,911	-7%	-$593K	0.17%	114
2025 Q1	$9.12M	Buy	57,157 +657	+1%	+$102K	0.2%	100
2024 Q4	$9.01M	Buy	56,500 +9,527	+20%	+$1.51M	0.2%	100
2024 Q3	$7.12M	Buy	46,973 +5,868	+14%	+$863K	0.17%	114
2024 Q2	$6.19M	Buy	41,105 +6,098	+17%	+$843K	0.17%	109
2024 Q1	$4.73M	Buy	35,007 +23,146	+195%	+$3.01M	0.15%	134
2023 Q4	$1.46M	Buy	+11,861	New	+$1.34M	0.05%	316

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Principal Securities's IYW Position: Q2 2026 in Review

Principal Securities reduced its iShares US Technology ETF (IYW) stake by 68% in Q2 2026, selling an estimated $5.82M and leaving 11,858 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #404.

Principal Securities first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.23M in Q2 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Principal Securities held 11,858 shares of iShares US Technology ETF worth $2.99M as of Q2 2026.
Principal Securities sold 25,333 iShares US Technology ETF shares in Q2 2026, an estimated $5.82M.
iShares US Technology ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #404 holding.
Principal Securities first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares US Technology ETF position peaked at $9.23M in Q2 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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