PS
Principal Securities’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.8M | Buy |
178,911
+12,970
| +8% | +$4.4M | 1.14% | 12 |
|
|
2025
Q1 | $53.5M | Buy |
165,941
+136
| +0.1% | +$43.8K | 1.2% | 12 |
|
|
2024
Q4 | $53.4M | Buy |
165,805
+5,588
| +3% | +$1.8M | 1.2% | 12 |
|
|
2024
Q3 | $50.4M | Sell |
160,217
-445
| -0.3% | -$140K | 1.22% | 9 |
|
|
2024
Q2 | $47.8M | Sell |
160,662
-2,833
| -2% | -$843K | 1.32% | 8 |
|
|
2024
Q1 | $47.1M | Buy |
163,495
+39,898
| +32% | +$11.5M | 1.47% | 7 |
|
|
2023
Q4 | $32.4M | Buy |
+123,597
| New | +$32.4M | 1.21% | 10 |
|