Principle Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
1,087
+383
| +54% | +$134K | 0.02% | 266 |
|
|
2025
Q1 | $224K | Hold |
704
| – | – | 0.02% | 324 |
|
|
2024
Q4 | $235K | Hold |
704
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $230K | Hold |
704
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $217K | Buy |
704
+1
| +0.1% | +$309 | 0.02% | 313 |
|
|
2024
Q1 | $211K | Buy |
+703
| New | +$211K | 0.02% | 330 |
|
|
2020
Q3 | – | Sell |
-485
| Closed | -$87K | – | 297 |
|
|
2020
Q2 | $87K | Buy |
+485
| New | +$87K | 0.03% | 228 |
|