PRINCIPAL SECURITIES, INC. IWX — ISHARES TR

Ownership history in PRINCIPAL SECURITIES, INC.  ·  6 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported ISHARES TR (IWX) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.68% in 2024 Q3. The latest visible filing shows IWX at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWX was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWX stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held IWX — position size vs. price
% of Fund (quarterly)    IWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 220,752 +220,656 +229850.0% 0.31% $20.3M 2026-02-14 (Est.) $96.58
2025 Q3 UNCHANGED — — — 96 — 0% 0.00% $8K 2025-11-12 $89.80
2025 Q2 REDUCED 52.2% +4.7% ❌ 96 -105 -52.2% 0.00% $8K 2025-08-11 $83.33
2025 Q1 UNCHANGED — — — 201 — 0% 0.00% $16K 2025-04-30 $78.08
2024 Q4 REDUCED 99.9% +4.3% ❌ 201 -346,761 -99.9% 0.00% $16K 2025-01-30 $81.98
2024 Q3 INITIATED — — — 346,962 — — 0.68% $28.2M 2024-10-28 $79.37

🏢 Other funds also holding IWX

As of 2026 Q1 — sorted by position size

First Citizens Asset Management, Inc. 3Y 16.88% Richard P Slaughter Associates Inc 3Y 9.79% HOWARD BAILEY SECURITIES, LLC 7.27% LifeWealth Investments, LLC 6.32% Compton Wealth Advisory Group, LLC 3Y 7Y 5.09% Envestnet Portfolio Solutions, Inc. 3.23% RTD Financial Advisors, Inc. 3Y 3.07% SVB WEALTH LLC 3Y 7Y 2.81% FLP Wealth Management, LLC 2.23% Horst & Graben Wealth Management LLC 3Y 1.77%

FAQ About PRINCIPAL SECURITIES, INC. and IWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning IWX?

PRINCIPAL SECURITIES, INC. reported IWX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IWX position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for IWX was 0.68% in 2024 Q3.

What is the latest reported IWX position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL SECURITIES, INC. reported 220,752 shares, equal to 0.31% of portfolio, with an estimated market value of $20.3M.

What does the chart on this IWX ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly IWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their IWX position?

Based on 13F filing dates vs. subsequent IWX price moves, PRINCIPAL SECURITIES, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IWX relative to SPY over the holding period was +1.6%.

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