Principle Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
4,670
| – | – | 0.04% | 209 |
|
|
2025
Q1 | $549K | Hold |
4,670
| – | – | 0.04% | 214 |
|
|
2024
Q4 | $592K | Hold |
4,670
| – | – | 0.04% | 205 |
|
|
2024
Q3 | $548K | Hold |
4,670
| – | – | 0.04% | 216 |
|
|
2024
Q2 | $515K | Hold |
4,670
| – | – | 0.04% | 212 |
|
|
2024
Q1 | $533K | Hold |
4,670
| – | – | 0.04% | 214 |
|
|
2023
Q4 | $488K | Hold |
4,670
| – | – | 0.04% | 211 |
|
|
2023
Q3 | $427K | Hold |
4,670
| – | – | 0.04% | 215 |
|
|
2023
Q2 | $451K | Hold |
4,670
| – | – | 0.05% | 208 |
|
|
2023
Q1 | $425K | Hold |
4,670
| – | – | 0.05% | 210 |
|
|
2022
Q4 | $390K | Hold |
4,670
| – | – | 0.04% | 217 |
|
|
2022
Q3 | $366 | Hold |
4,670
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $370K | Hold |
4,670
| – | – | 0.04% | 220 |
|
|
2022
Q1 | $469K | Sell |
4,670
-108
| -2% | -$10.8K | 0.05% | 211 |
|
|
2021
Q4 | $551K | Hold |
4,778
| – | – | 0.06% | 193 |
|
|
2021
Q3 | $535K | Hold |
4,778
| – | – | 0.06% | 189 |
|
|
2021
Q2 | $541K | Hold |
4,778
| – | – | 0.06% | 191 |
|
|
2021
Q1 | $488K | Buy |
4,778
+166
| +4% | +$17K | 0.06% | 196 |
|
|
2020
Q4 | $473K | Buy |
+4,612
| New | +$473K | 0.06% | 184 |
|
|
2020
Q3 | – | Sell |
-504
| Closed | -$40K | – | 295 |
|
|
2020
Q2 | $40K | Buy |
+504
| New | +$40K | 0.01% | 303 |
|