Principle Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
|
|||||
|
2025
Q1 | $262K | Hold |
|
|||||
|
2024
Q4 | $275K | Hold |
|
|||||
|
2024
Q3 | $268K | Hold |
|
|||||
|
2024
Q2 | $254K | Hold |
|
|||||
|
2024
Q1 | $246K | Hold |
|
|||||
|
2023
Q4 | $224K | Sell |
|
|||||
|
2023
Q3 | $216K | Hold |
|
|||||
|
2023
Q2 | $224K | Hold |
|
|||||
|
2023
Q1 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $230K | Sell |
|
|||||
|
2021
Q4 | $295K | Sell |
|
|||||
|
2021
Q3 | $356K | Sell |
|
|||||
|
2021
Q2 | $361K | Sell |
|
|||||
|
2021
Q1 | $343K | Buy |
|
|||||
|
2020
Q4 | $233K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $34K | Buy |
|