Principle Wealth Partners LLC IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1743413
As of 2026-06-30, Principle Wealth Partners LLC reported 12.15K IJR (shares), valued at $1.80M, or 0.09% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 3.32%; reported value increased 15.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.09% | 12,148 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 0.09% | 12,565 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 0.09% | 12,833 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.09% | 13,243 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 0.07% | 10,285 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 2.13% | 285,183 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 2.24% | 277,448 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.15% | 259,115 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.28% | 157,921 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.35% | 156,760 | SEC filing ↗Filed Apr 23, 2024Amended |
| Q4 2023 | 0.37% | 39,562 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 0.08% | 8,566 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.08% | 8,566 | $808.03K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 0.37% | 39,562 | $4.28M | Shares increased 361.85%; reported value increased 430.00%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.35% | 156,760 | $17.33M | Shares increased 296.24%; reported value increased 304.55%, and weight changed +0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.28% | 157,921 | $16.84M | Shares increased 0.74%; reported value decreased 2.78%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 2.15% | 259,115 | $30.31M | Shares increased 64.08%; reported value increased 79.92%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.24% | 277,448 | $31.97M | Shares increased 7.08%; reported value increased 5.48%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.13% | 285,183 | $29.82M | Shares increased 2.79%; reported value decreased 6.71%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.07% | 10,285 | $1.12M | Shares decreased 96.39%; reported value decreased 96.23%, and weight changed -2.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 0.09% | 13,243 | $1.57M | Shares increased 28.76%; reported value increased 40.00%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 0.09% | 12,833 | $1.54M | Shares decreased 3.10%; reported value decreased 2.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.09% | 12,565 | $1.56M | Shares decreased 2.09%; reported value increased 1.28%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 0.09% | 12,148 | $1.80M | Shares decreased 3.32%; reported value increased 15.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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