Principle Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $665K | Hold |
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|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $592K | Hold |
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|
2024
Q3 | $548K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $488K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $366 | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $551K | Hold |
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|
2021
Q3 | $535K | Hold |
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|
2021
Q2 | $541K | Hold |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $473K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Buy |
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