Principle Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Principle Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Sell	812 -25	-3%	-$9.91K	0.02%	311
2026 Q1	$298K	Hold	837	–	–	0.02%	317
2025 Q4	$313K	Hold	837	–	–	0.02%	305
2025 Q3	$306K	Sell	837 -17	-2%	-$5.99K	0.02%	310
2025 Q2	$290K	Hold	854	–	–	0.02%	310
2025 Q1	$262K	Hold	854	–	–	0.02%	307
2024 Q4	$275K	Hold	854	–	–	0.02%	297
2024 Q3	$268K	Hold	854	–	–	0.02%	298
2024 Q2	$254K	Hold	854	–	–	0.02%	294
2024 Q1	$246K	Hold	854	–	–	0.02%	310
2023 Q4	$224K	Sell	854 -65	-7%	-$15.9K	0.02%	314
2023 Q3	$216K	Hold	919	–	–	0.02%	302
2023 Q2	$224K	Hold	919	–	–	0.02%	302
2023 Q1	$207K	Buy	+919	New	+$202K	0.02%	308
2022 Q2	–	Sell	-919	Closed	-$230K	–	314
2022 Q1	$230K	Sell	919 -195	-18%	-$48.1K	0.02%	294
2021 Q4	$295K	Sell	1,114 -359	-24%	-$92.4K	0.03%	263
2021 Q3	$356K	Sell	1,473 -20	-1%	-$4.97K	0.04%	233
2021 Q2	$361K	Sell	1,493 -40	-3%	-$9.42K	0.04%	228
2021 Q1	$343K	Buy	1,533 +434	+39%	+$95K	0.04%	225
2020 Q4	$233K	Buy	+1,099	New	+$219K	0.03%	252
2020 Q3	–	Sell	-200	Closed	-$34K	–	291
2020 Q2	$34K	Buy	+200	New	+$32.4K	0.01%	314

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's IWB Position: Q2 2026 in Review

Principle Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q2 2026, selling an estimated $9.91K and leaving 812 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #311.

Principle Wealth Partners first reported a position in IWB in Q2 2020 and has held it in 21 quarters since. The position peaked at $361K in Q2 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Principle Wealth Partners held 812 shares of iShares Russell 1000 ETF worth $333K as of Q2 2026.
Principle Wealth Partners sold 25 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.91K.
iShares Russell 1000 ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #311 holding.
Principle Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 21 quarters since.
Principle Wealth Partners's iShares Russell 1000 ETF position peaked at $361K in Q2 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.