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

More positions owned by Principle Wealth Partners

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

View all positions for Principle Wealth Partners

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
UBS Group
Evensky & Katz
HighTower Advisors
Pnc Financial Services
Colony
TLWM
Pegasus Partners
Family Firm
William Blair $ Company

View all funds holding iShares Russell 3000 Index