Principle Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
2,234
+140
| +7% | +$59.4K | 0.06% | 166 |
|
|
2025
Q1 | $756K | Hold |
2,094
| – | – | 0.05% | 181 |
|
|
2024
Q4 | $841K | Buy |
2,094
+24
| +1% | +$9.64K | 0.06% | 169 |
|
|
2024
Q3 | $777K | Hold |
2,070
| – | – | 0.06% | 176 |
|
|
2024
Q2 | $755K | Hold |
2,070
| – | – | 0.06% | 177 |
|
|
2024
Q1 | $698K | Hold |
2,070
| – | – | 0.05% | 187 |
|
|
2023
Q4 | $628K | Hold |
2,070
| – | – | 0.05% | 189 |
|
|
2023
Q3 | $551K | Hold |
2,070
| – | – | 0.06% | 190 |
|
|
2023
Q2 | $570K | Buy |
2,070
+42
| +2% | +$11.6K | 0.06% | 187 |
|
|
2023
Q1 | $496K | Sell |
2,028
-215
| -10% | -$52.5K | 0.05% | 199 |
|
|
2022
Q4 | $481K | Buy |
2,243
+568
| +34% | +$122K | 0.05% | 198 |
|
|
2022
Q3 | $352 | Hold |
1,675
| – | – | 0.03% | 215 |
|
|
2022
Q2 | $366K | Buy |
1,675
+134
| +9% | +$29.3K | 0.04% | 222 |
|
|
2022
Q1 | $428K | Buy |
1,541
+507
| +49% | +$141K | 0.05% | 216 |
|
|
2021
Q4 | $316K | Hold |
1,034
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $283K | Hold |
1,034
| – | – | 0.03% | 254 |
|
|
2021
Q2 | $281K | Hold |
1,034
| – | – | 0.03% | 263 |
|
|
2021
Q1 | $251K | Sell |
1,034
-76
| -7% | -$18.4K | 0.03% | 258 |
|
|
2020
Q4 | $268K | Hold |
1,110
| – | – | 0.04% | 233 |
|
|
2020
Q3 | $241K | Hold |
1,110
| – | – | 0.07% | 133 |
|
|
2020
Q2 | $213K | Buy |
+1,110
| New | +$213K | 0.06% | 138 |
|
|
2020
Q1 | – | Sell |
-1,138
| Closed | -$200K | – | 154 |
|
|
2019
Q4 | $200K | Buy |
+1,138
| New | +$200K | 0.06% | 162 |
|