Ownership history in PRINCIPAL SECURITIES, INC. · 9 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 295,252 | +26,449 | +9.8% | 3.12% | $202.2M | $683.12 |
| 2025 Q3 | ADDED | 268,803 | +59,698 | +28.5% | 2.96% | $179.9M | $665.17 |
| 2025 Q2 | ADDED | 209,105 | +68,528 | +48.7% | 2.44% | $129.8M | $615.21 |
| 2025 Q1 | ADDED | 140,577 | +1,523 | +1.1% | 1.85% | $82.8M | $555.02 |
| 2024 Q4 | REDUCED | 139,054 | -37,783 | -21.4% | 1.84% | $81.9M | $579.67 |
| 2024 Q3 | REDUCED | 176,837 | -24,628 | -12.2% | 2.47% | $102.0M | $566.00 |
| 2024 Q2 | ADDED | 201,465 | +10,608 | +5.6% | 3.04% | $110.2M | $534.89 |
| 2024 Q1 | ADDED | 190,857 | +65,327 | +52.0% | 3.13% | $100.3M | $512.33 |
| 2023 Q4 | INITIATED | 125,530 | — | — | 2.23% | $60.0M | — |
As of 2025 Q4 — sorted by position size