Principal Securities’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 | $4.43M | Buy |
48,147
+3,407
| +8% | +$313K | 0.08% | 240 |
|
|
2025
Q1 | $3.95M | Buy |
44,740
+2,242
| +5% | +$198K | 0.09% | 225 |
|
|
2024
Q4 | $3.76M | Sell |
42,498
-901
| -2% | -$79.6K | 0.08% | 235 |
|
|
2024
Q3 | $3.83M | Sell |
43,399
-1,614
| -4% | -$142K | 0.09% | 213 |
|
|
2024
Q2 | $3.65M | Sell |
45,013
-264
| -0.6% | -$21.4K | 0.1% | 189 |
|
|
2024
Q1 | $3.81M | Sell |
45,277
-1,942
| -4% | -$163K | 0.12% | 166 |
|
|
2023
Q4 | $3.67M | Buy |
+47,219
| New | +$3.67M | 0.14% | 148 |
|