Princeton Global Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	1,865 -140	-7%	-$18.5K	0.04%	192
2026 Q1	$227K	Hold	2,005	–	–	0.04%	187
2025 Q4	$247K	Buy	2,005 +1,805	+903%	+$221K	0.04%	176
2025 Q3	$24.1K	Buy	+200	New	+$23K	﹤0.01%	426
2019 Q3	–	Sell	-652	Closed	-$29K	–	365
2019 Q2	$29K	Sell	652 -1,696	-72%	-$74.6K	0.02%	263
2019 Q1	$101K	Buy	+2,348	New	+$96.2K	0.07%	154

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Princeton Global Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 7% in Q2 2026, selling an estimated $18.5K and leaving 1,865 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #192.

Princeton Global Asset Management first reported a position in IVW in Q1 2019 and has held it in 6 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Princeton Global Asset Management held 1,865 shares of iShares S&P 500 Growth ETF worth $256K as of Q2 2026.
Princeton Global Asset Management sold 140 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.5K.
iShares S&P 500 Growth ETF made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #192 holding.
Princeton Global Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 6 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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