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
2025 Q2	$382K	Buy
2025 Q1	$224K	Hold
2024 Q4	$235K	Hold
2024 Q3	$230K	Hold
2024 Q2	$217K	Buy
2024 Q1	$211K	Buy
2020 Q3	–	Sell
2020 Q2	$87K	Buy