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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
Q2 		$842K Sell
2,801
-25
-0.9% -$7.03K 0.04% 200
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 		$318K 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Principle Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.88% in Q2 2026, selling an estimated $7.03K and leaving 2,801 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #200.

Principle Wealth Partners first reported a position in IWM in Q2 2020 and has held it in 23 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Principle Wealth Partners held 2,801 shares of iShares Russell 2000 ETF worth $842K as of Q2 2026.
  • Principle Wealth Partners sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Principle Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 23 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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