PRINCIPAL SECURITIES, INC. IWL Holdings History
Number of Shares
8,922.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
0.03%
Total Estimate Gain
$273,243.54
% of Total Estimate Gain
24.53%
PRINCIPAL SECURITIES, INC.'s iShares Russell Top 200 ETF Holding Summary
As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 8,922.00 shares of iShares Russell Top 200 ETF(IWL), totaling $1.29 Mil. This investment constitutes 0.03% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 0.08% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 5 purchases of IWL, at an average price of $124.85, for a total of 8,922.00 shares. Based on historical transaction data and IWL's current price of $155.48, PRINCIPAL SECURITIES, INC.'s estimated gain on his IWL holdings is $273,243.54, reflecting a 24.53% gain to date.
PRINCIPAL SECURITIES, INC. IWL ($155.48) Holding Chart
PRINCIPAL SECURITIES, INC. IWL ($155.48) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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