Principle Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $307K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $290 | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $288K | Buy |
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