ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 816 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 868 Value ($000) $329 Avg Close — Range —
Q2 2025
Shares 1,087 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 704 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 704 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 704 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 704 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 703 Value ($000) $211 Avg Close — Range —
Q2 2020
Shares 485 Value ($000) $87 Avg Close — Range —