Principle Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
2,466
+137
| +6% | +$29.6K | 0.03% | 227 |
|
|
2025
Q1 | $465K | Hold |
2,329
| – | – | 0.03% | 234 |
|
|
2024
Q4 | $515K | Hold |
2,329
| – | – | 0.04% | 218 |
|
|
2024
Q3 | $514K | Buy |
2,329
+1,135
| +95% | +$251K | 0.04% | 219 |
|
|
2024
Q2 | $242K | Hold |
1,194
| – | – | 0.02% | 300 |
|
|
2024
Q1 | $251K | Hold |
1,194
| – | – | 0.02% | 307 |
|
|
2023
Q4 | $240K | Sell |
1,194
-464
| -28% | -$93.1K | 0.02% | 302 |
|
|
2023
Q3 | $293K | Sell |
1,658
-5
| -0.3% | -$884 | 0.03% | 258 |
|
|
2023
Q2 | $311K | Buy |
1,663
+5
| +0.3% | +$936 | 0.03% | 259 |
|
|
2023
Q1 | $296K | Sell |
1,658
-137
| -8% | -$24.4K | 0.03% | 256 |
|
|
2022
Q4 | $313K | Sell |
1,795
-133
| -7% | -$23.2K | 0.04% | 241 |
|
|
2022
Q3 | $318 | Buy |
1,928
+133
| +7% | +$22 | 0.03% | 227 |
|
|
2022
Q2 | $304K | Hold |
1,795
| – | – | 0.04% | 244 |
|
|
2022
Q1 | $368K | Sell |
1,795
-275
| -13% | -$56.4K | 0.04% | 236 |
|
|
2021
Q4 | $460K | Buy |
2,070
+22
| +1% | +$4.89K | 0.05% | 214 |
|
|
2021
Q3 | $448K | Hold |
2,048
| – | – | 0.05% | 209 |
|
|
2021
Q2 | $470K | Buy |
2,048
+85
| +4% | +$19.5K | 0.05% | 205 |
|
|
2021
Q1 | $434K | Buy |
+1,963
| New | +$434K | 0.05% | 206 |
|
|
2020
Q3 | – | Sell |
-245
| Closed | -$35K | – | 293 |
|
|
2020
Q2 | $35K | Buy |
+245
| New | +$35K | 0.01% | 311 |
|