ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,453 Value ($000) $306 Avg Close Range
Q3 2025
Shares 1,620 Value ($000) $330 Avg Close Range
Q2 2025
Shares 1,620 Value ($000) $315 Avg Close Range
Q1 2025
Shares 1,620 Value ($000) $305 Avg Close Range
Q4 2024
Shares 1,620 Value ($000) $300 Avg Close Range
Q3 2024
Shares 1,620 Value ($000) $307 Avg Close Range
Q2 2024
Shares 1,620 Value ($000) $283 Avg Close Range
Q1 2024
Shares 1,620 Value ($000) $290 Avg Close Range
Q4 2023
Shares 1,620 Value ($000) $268 Avg Close Range
Q3 2023
Shares 1,670 Value ($000) $254 Avg Close Range
Q2 2023
Shares 1,670 Value ($000) $264 Avg Close Range
Q1 2023
Shares 1,670 Value ($000) $254 Avg Close Range
Q4 2022
Shares 2,135 Value ($000) $324 Avg Close Range
Q3 2022
Shares 2,135 Value ($000) $290 Avg Close Range
Q2 2022
Shares 2,135 Value ($000) $310 Avg Close Range
Q1 2022
Shares 2,135 Value ($000) $354 Avg Close Range
Q4 2021
Shares 1,857 Value ($000) $312 Avg Close Range
Q3 2021
Shares 1,857 Value ($000) $291 Avg Close Range
Q2 2021
Shares 2,057 Value ($000) $326 Avg Close Range
Q1 2021
Shares 2,007 Value ($000) $304 Avg Close Range
Q4 2020
Shares 1,807 Value ($000) $247 Avg Close Range
Q2 2020
Shares 1,818 Value ($000) $205 Avg Close Range
Q4 2019
Shares 1,720 Value ($000) $235 Avg Close Range
Q3 2019
Shares 2,260 Value ($000) $290 Avg Close Range
Q2 2019
Shares 2,260 Value ($000) $288 Avg Close Range