Principle Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
854
| – | – | 0.02% | 310 |
|
|
2025
Q1 | $262K | Hold |
854
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $275K | Hold |
854
| – | – | 0.02% | 297 |
|
|
2024
Q3 | $268K | Hold |
854
| – | – | 0.02% | 298 |
|
|
2024
Q2 | $254K | Hold |
854
| – | – | 0.02% | 294 |
|
|
2024
Q1 | $246K | Hold |
854
| – | – | 0.02% | 310 |
|
|
2023
Q4 | $224K | Sell |
854
-65
| -7% | -$17K | 0.02% | 314 |
|
|
2023
Q3 | $216K | Hold |
919
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $224K | Hold |
919
| – | – | 0.02% | 302 |
|
|
2023
Q1 | $207K | Buy |
+919
| New | +$207K | 0.02% | 308 |
|
|
2022
Q2 | – | Sell |
-919
| Closed | -$230K | – | 314 |
|
|
2022
Q1 | $230K | Sell |
919
-195
| -18% | -$48.8K | 0.02% | 294 |
|
|
2021
Q4 | $295K | Sell |
1,114
-359
| -24% | -$95.1K | 0.03% | 263 |
|
|
2021
Q3 | $356K | Sell |
1,473
-20
| -1% | -$4.83K | 0.04% | 233 |
|
|
2021
Q2 | $361K | Sell |
1,493
-40
| -3% | -$9.67K | 0.04% | 228 |
|
|
2021
Q1 | $343K | Buy |
1,533
+434
| +39% | +$97.1K | 0.04% | 225 |
|
|
2020
Q4 | $233K | Buy |
+1,099
| New | +$233K | 0.03% | 252 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$34K | – | 291 |
|
|
2020
Q2 | $34K | Buy |
+200
| New | +$34K | 0.01% | 314 |
|