A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,110 shares of IWS stock, worth $566,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,110
Previous 5,155 20.27%
Holding current value
$566,563
Previous $681,000 15.71%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$132.83 - $140.61 $138,807 - $146,937
-1,045 Reduced 20.27%
4,110 $574,000
Q2 2025

Jul 30, 2025

BUY
$110.58 - $132.14 $570,039 - $681,181
5,155 New
5,155 $681,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.