iShares Russell 1000 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $254k | 854 | 297.54 |
| 2024-03-31 | $246k | 854 | 288.03 |
| 2023-12-31 | $224k | 854 | 262.26 |
| 2023-09-30 | $216k | 919 | 234.91 |
| 2023-06-30 | $224k | 919 | 243.74 |
| 2023-03-31 | $207k | 919 | 225.23 |
| 2022-03-31 | $230k | 919 | 250.27 |
| 2021-12-31 | $295k | 1.1k | 264.81 |
| 2021-09-30 | $356k | 1.5k | 241.68 |
| 2021-06-30 | $361k | 1.5k | 241.80 |
| 2021-03-31 | $343k | 1.5k | 223.74 |
| 2020-12-31 | $233k | 1.1k | 212.01 |
| 2020-06-30 | $34k | 200 | 170.00 |