iShares Russell 3000 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 868 | 378.75 |
| 2025-06-30 | $382k | 1.1k | 351.09 |
| 2024-12-31 | $235k | 704 | 334.41 |
| 2024-09-30 | $230k | 704 | 326.73 |
| 2024-06-30 | $217k | 704 | 308.51 |
| 2024-03-31 | $211k | 703 | 300.23 |
| 2020-06-30 | $87k | 485 | 179.38 |