Princeton Global Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Princeton Global Asset Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	1,050 -50	-5%	-$11.2K	0.03%	197
2026 Q1	$232K	Hold	1,100	–	–	0.04%	186
2025 Q4	$233K	Buy	1,100 +1,000	+1,000%	+$210K	0.04%	179
2025 Q3	$20.7K	Buy	+100	New	+$20.1K	﹤0.01%	443
2019 Q3	–	Sell	-207	Closed	-$24K	–	364
2019 Q2	$24K	Hold	207	–	–	0.01%	275
2019 Q1	$23K	Buy	+207	New	+$22.7K	0.02%	247

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Princeton Global Asset Management's IVE Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares S&P 500 Value ETF (IVE) stake by 4.5% in Q2 2026, selling an estimated $11.2K and leaving 1,050 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #197.

Princeton Global Asset Management first reported a position in IVE in Q1 2019 and has held it in 6 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Princeton Global Asset Management held 1,050 shares of iShares S&P 500 Value ETF worth $238K as of Q2 2026.
Princeton Global Asset Management sold 50 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $11.2K.
iShares S&P 500 Value ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #197 holding.
Princeton Global Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 6 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.