PWP
IWV icon

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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return