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Principle Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Principle Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$701K Buy
2,826
+60
+2% +$15.5K 0.04% 205
2025
Q4 		$681K Buy
2,766
+300
+12% +$73.8K 0.04% 199
2025
Q3 		$597K Hold
2,466
– – 0.03% 213
2025
Q2 		$532K Buy
2,466
+137
+6% +$27.6K 0.03% 227
2025
Q1 		$465K Hold
2,329
– – 0.03% 234
2024
Q4 		$515K Hold
2,329
– – 0.04% 218
2024
Q3 		$514K Buy
2,329
+1,135
+95% +$243K 0.04% 219
2024
Q2 		$242K Hold
1,194
– – 0.02% 300
2024
Q1 		$251K Hold
1,194
– – 0.02% 307
2023
Q4 		$240K Sell
1,194
-464
-28% -$83.1K 0.02% 302
2023
Q3 		$293K Sell
1,658
-5
-0.3% -$939 0.03% 258
2023
Q2 		$311K Buy
1,663
+5
+0.3% +$891 0.03% 259
2023
Q1 		$296K Sell
1,658
-137
-8% -$25.2K 0.03% 256
2022
Q4 		$313K Sell
1,795
-133
-7% -$23.7K 0.04% 241
2022
Q3 		$318 Buy
1,928
+133
+7% +$24.3K 0.03% 227
2022
Q2 		$304K Hold
1,795
– – 0.04% 244
2022
Q1 		$368K Sell
1,795
-275
-13% -$56.1K 0.04% 236
2021
Q4 		$460K Buy
2,070
+22
+1% +$4.97K 0.05% 214
2021
Q3 		$448K Hold
2,048
– – 0.05% 209
2021
Q2 		$470K Buy
2,048
+85
+4% +$19.1K 0.05% 205
2021
Q1 		$434K Buy
+1,963
New +$429K 0.05% 206
2020
Q3 		– Sell
-245
Closed -$35K – 293
2020
Q2 		$35K Buy
+245
New +$32.1K 0.01% 311

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Principle Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q1 2026, buying an estimated $15.5K and bringing the position to 2,826 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #205.

Principle Wealth Partners first reported a position in IWM in Q2 2020 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Principle Wealth Partners held 2,826 shares of iShares Russell 2000 ETF worth $701K as of Q1 2026.
  • Principle Wealth Partners bought 60 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.5K.
  • iShares Russell 2000 ETF made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #205 holding.
  • Principle Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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