Principal Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
18,452
+1,431
| +8% | +$309K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $3.4M | Sell |
17,021
-9,162
| -35% | -$1.83M | ﹤0.01% | 1663 |
|
|
2024
Q4 | $5.79M | Buy |
26,183
+9,508
| +57% | +$2.1M | ﹤0.01% | 1546 |
|
|
2024
Q3 | $3.68M | Sell |
16,675
-394
| -2% | -$87K | ﹤0.01% | 1649 |
|
|
2024
Q2 | $3.46M | Sell |
17,069
-47
| -0.3% | -$9.54K | ﹤0.01% | 1660 |
|
|
2024
Q1 | $3.6M | Buy |
17,116
+243
| +1% | +$51.1K | ﹤0.01% | 1669 |
|
|
2023
Q4 | $3.39M | Sell |
16,873
-88
| -0.5% | -$17.7K | ﹤0.01% | 1673 |
|
|
2023
Q3 | $3M | Sell |
16,961
-310
| -2% | -$54.8K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $3.23M | Buy |
17,271
+1,011
| +6% | +$189K | ﹤0.01% | 1668 |
|
|
2023
Q1 | $2.9M | Buy |
16,260
+1,144
| +8% | +$204K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $2.64M | Sell |
15,116
-3,518
| -19% | -$613K | ﹤0.01% | 1712 |
|
|
2022
Q3 | $3.07M | Buy |
18,634
+1,432
| +8% | +$236K | ﹤0.01% | 1641 |
|
|
2022
Q2 | $2.91M | Sell |
17,202
-8,448
| -33% | -$1.43M | ﹤0.01% | 1723 |
|
|
2022
Q1 | $5.27M | Buy |
25,650
+24,598
| +2,338% | +$5.05M | ﹤0.01% | 1640 |
|
|
2021
Q4 | $234K | Buy |
+1,052
| New | +$234K | ﹤0.01% | 2316 |
|
|
2017
Q4 | – | Sell |
-9,922
| Closed | -$1.47M | – | 2254 |
|
|
2017
Q3 | $1.47M | Hold |
9,922
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q2 | $1.4M | Hold |
9,922
| – | – | ﹤0.01% | 1794 |
|
|
2017
Q1 | $1.36M | Buy |
+9,922
| New | +$1.36M | ﹤0.01% | 1770 |
|
|
2015
Q1 | – | Sell |
-44,394
| Closed | -$5.31M | – | 2177 |
|
|
2014
Q4 | $5.31M | Buy |
+44,394
| New | +$5.31M | 0.01% | 1345 |
|