ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,766 Value ($000) $681 Avg Close — Range —
Q3 2025
Shares 2,466 Value ($000) $597 Avg Close — Range —
Q2 2025
Shares 2,466 Value ($000) $532 Avg Close — Range —
Q1 2025
Shares 2,329 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 2,329 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 2,329 Value ($000) $514 Avg Close — Range —
Q2 2024
Shares 1,194 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 1,194 Value ($000) $251 Avg Close — Range —
Q4 2023
Shares 1,194 Value ($000) $240 Avg Close — Range —
Q3 2023
Shares 1,658 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 1,663 Value ($000) $311 Avg Close — Range —
Q1 2023
Shares 1,658 Value ($000) $296 Avg Close — Range —
Q4 2022
Shares 1,795 Value ($000) $313 Avg Close — Range —
Q3 2022
Shares 1,928 Value ($000) $318 Avg Close — Range —
Q2 2022
Shares 1,795 Value ($000) $304 Avg Close — Range —
Q1 2022
Shares 1,795 Value ($000) $368 Avg Close — Range —
Q4 2021
Shares 2,070 Value ($000) $460 Avg Close — Range —
Q3 2021
Shares 2,048 Value ($000) $448 Avg Close — Range —
Q2 2021
Shares 2,048 Value ($000) $470 Avg Close — Range —
Q1 2021
Shares 1,963 Value ($000) $434 Avg Close — Range —
Q2 2020
Shares 245 Value ($000) $35 Avg Close — Range —