Principle Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Hold	486	–	–	0.01%	392
2026 Q2	$207K	Sell	486 -278	-36%	-$115K	0.01%	385
2026 Q1	$283K	Sell	764 -52	-6%	-$20.1K	0.02%	323
2025 Q4	$316K	Sell	816 -52	-6%	-$20K	0.02%	304
2025 Q3	$329K	Sell	868 -219	-20%	-$79.9K	0.02%	294
2025 Q2	$382K	Buy	1,087 +383	+54%	+$124K	0.02%	266
2025 Q1	$224K	Hold	704	–	–	0.02%	324
2024 Q4	$235K	Hold	704	–	–	0.02%	313
2024 Q3	$230K	Hold	704	–	–	0.02%	313
2024 Q2	$217K	Buy	704 +1	+0.1%	+$298	0.02%	313
2024 Q1	$211K	Buy	+703	New	+$201K	0.02%	330
2020 Q3	–	Sell	-485	Closed	-$87K	–	297
2020 Q2	$87K	Buy	+485	New	+$82.2K	0.03%	228

Other funds holding IWV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Principle Wealth Partners's IWV Position: Q3 2026 in Review

Principle Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 486 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #392.

Principle Wealth Partners first reported a position in IWV in Q2 2020 and has held it in 12 quarters since. The position peaked at $382K in Q2 2025. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Principle Wealth Partners held 486 shares of iShares Russell 3000 ETF worth $210K as of Q3 2026.
Principle Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #392 holding.
Principle Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 12 quarters since.
Principle Wealth Partners's iShares Russell 3000 ETF position peaked at $382K in Q2 2025.
614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.