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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $217k 704 308.51
2024-03-31 $211k 703 300.23
2020-06-30 $87k 485 179.38

More positions owned by Principle Wealth Partners

Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Principle Wealth Partners

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
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Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index