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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Principle Wealth Partners's IWB Position: Q1 2026 in Review

Principle Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 837 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #317.

Principle Wealth Partners first reported a position in IWB in Q2 2020 and has held it in 20 quarters since. The position peaked at $361K in Q2 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Principle Wealth Partners held 837 shares of iShares Russell 1000 ETF worth $298K as of Q1 2026.
Principle Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #317 holding.
Principle Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 20 quarters since.
Principle Wealth Partners's iShares Russell 1000 ETF position peaked at $361K in Q2 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.