Principle Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$598K	Hold	4,670	–	–	0.03%	222
2025 Q4	$640K	Hold	4,670	–	–	0.04%	211
2025 Q3	$665K	Hold	4,670	–	–	0.04%	201
2025 Q2	$648K	Hold	4,670	–	–	0.04%	209
2025 Q1	$549K	Hold	4,670	–	–	0.04%	214
2024 Q4	$592K	Hold	4,670	–	–	0.04%	205
2024 Q3	$548K	Hold	4,670	–	–	0.04%	216
2024 Q2	$515K	Hold	4,670	–	–	0.04%	212
2024 Q1	$533K	Hold	4,670	–	–	0.04%	214
2023 Q4	$488K	Hold	4,670	–	–	0.04%	211
2023 Q3	$427K	Hold	4,670	–	–	0.04%	215
2023 Q2	$451K	Hold	4,670	–	–	0.05%	208
2023 Q1	$425K	Hold	4,670	–	–	0.05%	210
2022 Q4	$390K	Hold	4,670	–	–	0.04%	217
2022 Q3	$366	Hold	4,670	–	–	0.03%	209
2022 Q2	$370K	Hold	4,670	–	–	0.04%	220
2022 Q1	$469K	Sell	4,670 -108	-2%	-$10.8K	0.05%	211
2021 Q4	$551K	Hold	4,778	–	–	0.06%	193
2021 Q3	$535K	Hold	4,778	–	–	0.06%	189
2021 Q2	$541K	Hold	4,778	–	–	0.06%	191
2021 Q1	$488K	Buy	4,778 +166	+4%	+$17.4K	0.06%	196
2020 Q4	$473K	Buy	+4,612	New	+$439K	0.06%	184
2020 Q3	–	Sell	-504	Closed	-$40K	–	295
2020 Q2	$40K	Buy	+504	New	+$36.6K	0.01%	303

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Principle Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 4,670 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #222.

Principle Wealth Partners first reported a position in IWP in Q2 2020 and has held it in 23 quarters since. The position peaked at $665K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Principle Wealth Partners held 4,670 shares of iShares Russell Mid-Cap Growth ETF worth $598K as of Q1 2026.
Principle Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #222 holding.
Principle Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
Principle Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $665K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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