PS
Principal Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
384,442
+47,727
| +14% | +$5.25M | 0.8% | 24 |
|
|
2025
Q1 | $34.2M | Buy |
336,715
+205
| +0.1% | +$20.8K | 0.77% | 24 |
|
|
2024
Q4 | $34.2M | Buy |
336,510
+14,974
| +5% | +$1.52M | 0.77% | 24 |
|
|
2024
Q3 | $30.8M | Buy |
321,536
+24,836
| +8% | +$2.38M | 0.74% | 23 |
|
|
2024
Q2 | $27.5M | Buy |
296,700
+9,802
| +3% | +$907K | 0.76% | 23 |
|
|
2024
Q1 | $24.2M | Sell |
286,898
-147,512
| -34% | -$12.5M | 0.75% | 22 |
|
|
2023
Q4 | $32.6M | Buy |
+434,410
| New | +$32.6M | 1.22% | 9 |
|