Principal Securities’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
15,198
-570
| -4% | -$75.3K | 0.04% | 409 |
|
|
2025
Q1 | $2.04M | Hold |
15,768
| – | – | 0.05% | 356 |
|
|
2024
Q4 | $2.04M | Buy |
15,768
+1,526
| +11% | +$197K | 0.05% | 351 |
|
|
2024
Q3 | $1.88M | Buy |
14,242
+315
| +2% | +$41.7K | 0.05% | 366 |
|
|
2024
Q2 | $1.68M | Sell |
13,927
-1,416
| -9% | -$171K | 0.05% | 341 |
|
|
2024
Q1 | $1.92M | Buy |
15,343
+513
| +3% | +$64.3K | 0.06% | 280 |
|
|
2023
Q4 | $1.72M | Buy |
+14,830
| New | +$1.72M | 0.06% | 277 |
|