Principal Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
60,349
-10,221
| -14% | -$940K | ﹤0.01% | 1535 |
|
|
2025
Q1 | $6M | Sell |
70,570
-63,439
| -47% | -$5.4M | ﹤0.01% | 1499 |
|
|
2024
Q4 | $11.8M | Buy |
134,009
+69,934
| +109% | +$6.18M | 0.01% | 1196 |
|
|
2024
Q3 | $5.65M | Sell |
64,075
-5,609
| -8% | -$494K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $5.65M | Buy |
69,684
+3,120
| +5% | +$253K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $5.6M | Sell |
66,564
-12,080
| -15% | -$1.02M | ﹤0.01% | 1530 |
|
|
2023
Q4 | $6.11M | Buy |
78,644
+33,901
| +76% | +$2.64M | ﹤0.01% | 1497 |
|
|
2023
Q3 | $3.1M | Buy |
44,743
+9,322
| +26% | +$646K | ﹤0.01% | 1672 |
|
|
2023
Q2 | $2.59M | Buy |
35,421
+6,029
| +21% | +$440K | ﹤0.01% | 1714 |
|
|
2023
Q1 | $2.06M | Sell |
29,392
-163,831
| -85% | -$11.5M | ﹤0.01% | 1759 |
|
|
2022
Q4 | $13M | Buy |
193,223
+97,760
| +102% | +$6.59M | 0.01% | 1089 |
|
|
2022
Q3 | $5.93M | Sell |
95,463
-16,523
| -15% | -$1.03M | ﹤0.01% | 1434 |
|
|
2022
Q2 | $7.24M | Sell |
111,986
-84,803
| -43% | -$5.48M | 0.01% | 1415 |
|
|
2022
Q1 | $15.4M | Buy |
196,789
+71,673
| +57% | +$5.59M | 0.01% | 1098 |
|
|
2021
Q4 | $10.4M | Buy |
125,116
+97,969
| +361% | +$8.13M | 0.01% | 1371 |
|
|
2021
Q3 | $2.12M | Buy |
27,147
+1,999
| +8% | +$156K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $1.99M | Buy |
25,148
+788
| +3% | +$62.5K | ﹤0.01% | 1911 |
|
|
2021
Q1 | $1.8M | Sell |
24,360
-30,323
| -55% | -$2.24M | ﹤0.01% | 1876 |
|
|
2020
Q4 | $3.75M | Buy |
54,683
+27,965
| +105% | +$1.92M | ﹤0.01% | 1659 |
|
|
2020
Q3 | $1.53M | Sell |
26,718
-743
| -3% | -$42.6K | ﹤0.01% | 1789 |
|
|
2020
Q2 | $1.47M | Sell |
27,461
-61,995
| -69% | -$3.32M | ﹤0.01% | 1755 |
|
|
2020
Q1 | $3.86M | Buy |
89,456
+13,006
| +17% | +$561K | ﹤0.01% | 1387 |
|
|
2019
Q4 | $4.56M | Buy |
76,450
+51,866
| +211% | +$3.09M | ﹤0.01% | 1557 |
|
|
2019
Q3 | $1.38M | Buy |
24,584
+224
| +0.9% | +$12.5K | ﹤0.01% | 1783 |
|
|
2019
Q2 | $1.36M | Hold |
24,360
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q1 | $1.31M | Sell |
24,360
-468,863
| -95% | -$25.3M | ﹤0.01% | 1794 |
|
|
2018
Q4 | $22.9M | Buy |
493,223
+466,359
| +1,736% | +$21.7M | 0.02% | 630 |
|
|
2018
Q3 | $1.48M | Buy |
26,864
+2,504
| +10% | +$138K | ﹤0.01% | 1791 |
|
|
2018
Q2 | $1.29M | Sell |
24,360
-7,568
| -24% | -$401K | ﹤0.01% | 1809 |
|
|
2018
Q1 | $1.65M | Sell |
31,928
-22,360
| -41% | -$1.15M | ﹤0.01% | 1766 |
|
|
2017
Q4 | $2.83M | Buy |
54,288
+29,928
| +123% | +$1.56M | ﹤0.01% | 1706 |
|
|
2017
Q3 | $1.2M | Buy |
+24,360
| New | +$1.2M | ﹤0.01% | 1807 |
|
|
2017
Q1 | – | Sell |
-38,852
| Closed | -$1.74M | – | 2216 |
|
|
2016
Q4 | $1.74M | Buy |
+38,852
| New | +$1.74M | ﹤0.01% | 1734 |
|
|
2016
Q1 | – | Sell |
-91,992
| Closed | -$3.68M | – | 2186 |
|
|
2015
Q4 | $3.68M | Buy |
+91,992
| New | +$3.68M | 0.01% | 1481 |
|
|
2015
Q1 | – | Sell |
-10,164
| Closed | -$424K | – | 2178 |
|
|
2014
Q4 | $424K | Buy |
+10,164
| New | +$424K | ﹤0.01% | 1890 |
|