Ownership history in PRINCIPAL SECURITIES, INC. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π PRINCIPAL SECURITIES, INC. outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 86% (6/7 decisions correct). Average cost basis: $602.78. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $512.33 (2024 Q1) Β· Worst: $683.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π PRINCIPAL SECURITIES, INC. has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 3.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size