Principal Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
3,480
+833
| +31% | +$162K | 0.01% | 738 |
|
|
2025
Q1 | $490K | Hold |
2,647
| – | – | 0.01% | 783 |
|
|
2024
Q4 | $490K | Sell |
2,647
-24
| -0.9% | -$4.44K | 0.01% | 779 |
|
|
2024
Q3 | $507K | Buy |
2,671
+19
| +0.7% | +$3.61K | 0.01% | 752 |
|
|
2024
Q2 | $463K | Buy |
2,652
+120
| +5% | +$20.9K | 0.01% | 729 |
|
|
2024
Q1 | $454K | Sell |
2,532
-151
| -6% | -$27K | 0.01% | 705 |
|
|
2023
Q4 | $443K | Buy |
+2,683
| New | +$443K | 0.02% | 645 |
|