Principal Securities’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6K | Buy |
110
+2
| +2% | +$702 | ﹤0.01% | 2002 |
|
|
2025
Q1 | $36.1K | Hold |
108
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q4 | $36.1K | Buy |
108
+76
| +238% | +$25.4K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $10.5K | Hold |
32
| – | – | ﹤0.01% | 2425 |
|
|
2024
Q2 | $9.88K | Hold |
32
| – | – | ﹤0.01% | 2405 |
|
|
2024
Q1 | $9.6K | Hold |
32
| – | – | ﹤0.01% | 2356 |
|
|
2023
Q4 | $8.76K | Buy |
+32
| New | +$8.76K | ﹤0.01% | 2312 |
|