Principal Securities’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 | $1.31M | Sell |
6,069
-9,648
| -61% | -$2.08M | 0.02% | 531 |
|
|
2025
Q1 | $3.47M | Hold |
15,717
| – | – | 0.08% | 245 |
|
|
2024
Q4 | $3.47M | Buy |
15,717
+848
| +6% | +$187K | 0.08% | 245 |
|
|
2024
Q3 | $3.28M | Buy |
14,869
+10,044
| +208% | +$2.22M | 0.08% | 235 |
|
|
2024
Q2 | $979K | Sell |
4,825
-958
| -17% | -$194K | 0.03% | 486 |
|
|
2024
Q1 | $1.22M | Sell |
5,783
-229
| -4% | -$48.2K | 0.04% | 403 |
|
|
2023
Q4 | $1.21M | Buy |
+6,012
| New | +$1.21M | 0.04% | 360 |
|