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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Principle Wealth Partners reduced its iShares Russell 3000 ETF (IWV) stake by 36% in Q2 2026, selling an estimated $115K and leaving 486 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #385.

Principle Wealth Partners first reported a position in IWV in Q2 2020 and has held it in 11 quarters since. The position peaked at $382K in Q2 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Principle Wealth Partners held 486 shares of iShares Russell 3000 ETF worth $207K as of Q2 2026.
Principle Wealth Partners sold 278 iShares Russell 3000 ETF shares in Q2 2026, an estimated $115K.
iShares Russell 3000 ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #385 holding.
Principle Wealth Partners first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 11 quarters since.
Principle Wealth Partners's iShares Russell 3000 ETF position peaked at $382K in Q2 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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