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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311K	Hold	1,453	–	–	0.02%	312
2025 Q4	$306K	Sell	1,453 -167	-10%	-$34.5K	0.02%	313
2025 Q3	$330K	Hold	1,620	–	–	0.02%	293
2025 Q2	$315K	Hold	1,620	–	–	0.02%	294
2025 Q1	$305K	Hold	1,620	–	–	0.02%	287
2024 Q4	$300K	Hold	1,620	–	–	0.02%	285
2024 Q3	$307K	Hold	1,620	–	–	0.02%	278
2024 Q2	$283K	Hold	1,620	–	–	0.02%	284
2024 Q1	$290K	Hold	1,620	–	–	0.02%	286
2023 Q4	$268K	Sell	1,620 -50	-3%	-$7.72K	0.02%	285
2023 Q3	$254K	Hold	1,670	–	–	0.03%	278
2023 Q2	$264K	Hold	1,670	–	–	0.03%	281
2023 Q1	$254K	Sell	1,670 -465	-22%	-$71.8K	0.03%	280
2022 Q4	$324K	Hold	2,135	–	–	0.04%	237
2022 Q3	$290	Hold	2,135	–	–	0.03%	235
2022 Q2	$310K	Hold	2,135	–	–	0.04%	239
2022 Q1	$354K	Buy	2,135 +278	+15%	+$45.7K	0.04%	240
2021 Q4	$312K	Hold	1,857	–	–	0.03%	258
2021 Q3	$291K	Sell	1,857 -200	-10%	-$32.1K	0.03%	253
2021 Q2	$326K	Buy	2,057 +50	+2%	+$7.92K	0.04%	241
2021 Q1	$304K	Buy	2,007 +200	+11%	+$28.9K	0.04%	233
2020 Q4	$247K	Buy	+1,807	New	+$232K	0.03%	245
2020 Q3	–	Sell	-1,818	Closed	-$205K	–	292
2020 Q2	$205K	Buy	+1,818	New	+$200K	0.06%	144
2020 Q1	–	Sell	-1,720	Closed	-$235K	–	153
2019 Q4	$235K	Sell	1,720 -540	-24%	-$71.2K	0.08%	150
2019 Q3	$290K	Hold	2,260	–	–	0.1%	125
2019 Q2	$288K	Buy	+2,260	New	+$283K	0.15%	109

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Principle Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,453 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #312.

Principle Wealth Partners first reported a position in IWD in Q2 2019 and has held it in 26 quarters since. The position peaked at $354K in Q1 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Principle Wealth Partners held 1,453 shares of iShares Russell 1000 Value ETF worth $311K as of Q1 2026.
Principle Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #312 holding.
Principle Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 26 quarters since.
Principle Wealth Partners's iShares Russell 1000 Value ETF position peaked at $354K in Q1 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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