iShares Russell 2000 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $242k | 1.2k | 202.89 |
| 2024-03-31 | $251k | 1.2k | 210.30 |
| 2023-12-31 | $240k | 1.2k | 200.71 |
| 2023-09-30 | $293k | 1.7k | 176.74 |
| 2023-06-30 | $311k | 1.7k | 187.27 |
| 2023-03-31 | $296k | 1.7k | 178.40 |
| 2022-12-31 | $313k | 1.8k | 174.36 |
| 2022-09-30 | $318k | 1.9k | 164.94 |
| 2022-06-30 | $304k | 1.8k | 169.36 |
| 2022-03-31 | $368k | 1.8k | 205.01 |
| 2021-12-31 | $460k | 2.1k | 222.22 |
| 2021-09-30 | $448k | 2.0k | 218.75 |
| 2021-06-30 | $470k | 2.0k | 229.49 |
| 2021-03-31 | $434k | 2.0k | 221.09 |
| 2020-06-30 | $35k | 245 | 142.86 |