Principal Financial Group Inc ETFs

Principal Financial Group Inc

$176 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWD Ishares Russell 1000 Val ETF	$0	$5.5 Million 0.0% of portfolio	28,325	Q2 2025 Reduced 9.26%
PREF Principal Spectrum Pfd Secs Ac	$0	$5.39 Million 0.0% of portfolio	284,025	Q2 2025 Added 23.39%
VONG Vanguard Russell 1000 Growth E	$0	$5.22 Million 0.0% of portfolio	47,757	Q2 2025 Reduced 4.42%
JNK Spdr Bloomberg High Yield Bond	$0	$5.19 Million 0.0% of portfolio	53,361	Q2 2025 Added 0.8%
BYRE Principal ETF Principal Real E	$0	$5.06 Million 0.0% of portfolio	199,204	Q4 2024 New
VONV Vanguard Russell 1000 Value Et	$0	$5.02 Million 0.0% of portfolio	58,955	Q2 2025 Reduced 1.28%
IWS Ishares Russell Midcap Value E	$0	$4.94 Million 0.0% of portfolio	37,400	Q2 2025 Reduced 9.44%
EMB Ishares Tr	$0	$4.38 Million 0.0% of portfolio	47,320	Q2 2025 Added 37.38%
IFRA Ishares Tr	$0	$4.23 Million 0.0% of portfolio	86,075	Q2 2025 Reduced 39.12%
IWM Ishares Russell 2000 ETF	$0	$3.98 Million 0.0% of portfolio	18,452	Q2 2025 Added 8.41%
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$3.94 Million 0.0% of portfolio	54,986	Q2 2025 Reduced 23.43%
QUAL Ishares Msci Usa Quality Facto	$0	$3.11 Million 0.0% of portfolio	16,992	Q2 2025 Reduced 10.06%
SLV I Shares Silver Trust	$23.1B	$3.04 Million 0.0% of portfolio	92,560	Q2 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$2.96 Million 0.0% of portfolio	96,611	Q2 2025 Added 3.88%
IVE Ishares S&P 500 Value ETF	$0	$2.78 Million 0.0% of portfolio	14,215	Q2 2025 Added 0.01%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$2.49 Million 0.0% of portfolio	63,456	Q2 2025 Reduced 17.35%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$2.38 Million 0.0% of portfolio	214,012	Q2 2025 Added 316.97%
VTWO Vanguard Russell 2000 ETF	$0	$2.3 Million 0.0% of portfolio	26,316	Q2 2025 Added 11.12%
LEMB Ishares Inc Jp Morgan Em Local	$0	$2.22 Million 0.0% of portfolio	55,000	Q2 2025 New
EFV Msci Eafe Value ETF	$0	$2.21 Million 0.0% of portfolio	34,878	Q2 2025 Reduced 20.45%
EWJ Ishares Msci Japan ETF	$0	$2.18 Million 0.0% of portfolio	29,031	Q2 2025 Added 24.26%
IWO Ishares Russell 2000 Gwt ETF	$0	$2.03 Million 0.0% of portfolio	7,100	Q2 2025 Reduced 21.11%
IEMG Ishares Inc	$0	$1.86 Million 0.0% of portfolio	34,664	Q2 2025 Reduced 2.34%
GLD Spdr Gold Trust	$127B	$1.39 Million 0.0% of portfolio	4,552	Q2 2025 New
VTV Vanguard Value ETF	$0	$1.35 Million 0.0% of portfolio	7,631	Q2 2025 Added 63.65%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$1.24 Million 0.0% of portfolio	50,671	Q2 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$1.14 Million 0.0% of portfolio	22,383	Q2 2025 Added 8.09%
RSP Invesco S&P 500 Equal Weight E	$0	$1.09 Million 0.0% of portfolio	6,001	Q2 2025 Reduced 2.15%
IG Principal Fds Principal Invt G	$0	$980,000 0.0% of portfolio	47,103	Q4 2024 New
TOLZ Dj Brookfield Global	$0	$864,000 0.0% of portfolio	16,063	Q2 2025 New
XLU Utilities Sector Spdr	$0	$826,000 0.0% of portfolio	10,118	Q2 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$666,000 0.0% of portfolio	12,798	Q2 2025 Reduced 45.2%
EDIV Spdr S&P Emerging Dividends Et	$0	$652,000 0.0% of portfolio	17,113	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$531,000 0.0% of portfolio	2,243	Q1 2025 Reduced 10.85%
RLY Ssga Active ETF Tr	$0	$527,000 0.0% of portfolio	18,118	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$404,000 0.0% of portfolio	16,534	Q2 2025 Reduced 3.83%
SDY Spdr Series Tr Spdr S&P Divide	$0	$398,000 0.0% of portfolio	2,936	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$374,000 0.0% of portfolio	2,700	Q2 2025 Reduced 57.14%
PSET Principal Exchange Traded Fund	$0	$323,000 0.0% of portfolio	4,390	Q2 2025 Added 10.41%
MUB Ishares National Muni Bond ETF	$0	$316,000 0.0% of portfolio	3,033	Q2 2025 New
MBB Ishares Tr	$0	$310,000 0.0% of portfolio	3,311	Q2 2025 Added 0.09%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$289,000 0.0% of portfolio	11,672	Q4 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$273,000 0.0% of portfolio	3,258	Q4 2024 New

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