Princeton Global Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	955 -15	-2%	-$3.49K	0.03%	200
2026 Q1	$207K	Buy	970 +15	+2%	+$3.29K	0.03%	199
2025 Q4	$201K	Buy	+955	New	+$197K	0.03%	196
2023 Q4	–	Sell	-84	Closed	-$12.8K	–	658
2023 Q3	$12.8K	Buy	+84	New	+$13.3K	﹤0.01%	385
2020 Q3	–	Sell	-18,912	Closed	-$2.13M	–	488
2020 Q2	$2.13M	Buy	+18,912	New	+$2.08M	0.66%	49

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Princeton Global Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, selling an estimated $3.49K and leaving 955 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #200.

Princeton Global Asset Management first reported a position in IWD in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.13M in Q2 2020. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Princeton Global Asset Management held 955 shares of iShares Russell 1000 Value ETF worth $232K as of Q2 2026.
Princeton Global Asset Management sold 15 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.49K.
iShares Russell 1000 Value ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #200 holding.
Princeton Global Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 5 quarters since.
Princeton Global Asset Management's iShares Russell 1000 Value ETF position peaked at $2.13M in Q2 2020.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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