ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,319 Value ($000) $656 Avg Close Range
Q3 2025
Shares 5,319 Value ($000) $642 Avg Close Range
Q2 2025
Shares 5,319 Value ($000) $586 Avg Close Range
Q1 2025
Shares 5,319 Value ($000) $494 Avg Close Range
Q4 2024
Shares 5,319 Value ($000) $540 Avg Close Range
Q3 2024
Shares 5,319 Value ($000) $509 Avg Close Range
Q2 2024
Shares 5,319 Value ($000) $492 Avg Close Range
Q1 2024
Shares 5,319 Value ($000) $449 Avg Close Range
Q4 2023
Shares 5,319 Value ($000) $399 Avg Close Range
Q3 2023
Shares 5,319 Value ($000) $364 Avg Close Range
Q2 2023
Shares 5,319 Value ($000) $375 Avg Close Range
Q1 2023
Shares 5,319 Value ($000) $340 Avg Close Range
Q4 2022
Shares 5,319 Value ($000) $311 Avg Close Range
Q3 2022
Shares 5,544 Value ($000) $321 Avg Close Range
Q2 2022
Shares 5,319 Value ($000) $321 Avg Close Range
Q1 2022
Shares 5,319 Value ($000) $406 Avg Close Range
Q4 2021
Shares 5,319 Value ($000) $445 Avg Close Range
Q3 2021
Shares 5,319 Value ($000) $393 Avg Close Range
Q2 2021
Shares 5,319 Value ($000) $387 Avg Close Range
Q1 2021
Shares 5,319 Value ($000) $346 Avg Close Range
Q4 2020
Shares 5,832 Value ($000) $372 Avg Close Range
Q3 2020
Shares 1,458 Value ($000) $337 Avg Close Range
Q2 2020
Shares 967 Value ($000) $201 Avg Close Range