Princeton Global Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778K	Sell	6,264 -24	-0.4%	-$2.89K	0.11%	114
2026 Q1	$670K	Sell	6,288 -336	-5%	-$38.1K	0.11%	113
2025 Q4	$784K	Buy	6,624 +1,756	+36%	+$208K	0.13%	109
2025 Q3	$570K	Hold	4,868	–	–	0.09%	124
2025 Q2	$517K	Hold	4,868	–	–	0.09%	120
2025 Q1	$439K	Sell	4,868 -708	-13%	-$69.8K	0.09%	132
2024 Q4	$560K	Sell	5,576 -88	-2%	-$8.66K	0.1%	123
2024 Q3	$532K	Buy	+5,664	New	+$514K	0.1%	124
2023 Q4	–	Sell	-188	Closed	-$12.5K	–	659
2023 Q3	$12.5K	Buy	+188	New	+$13K	﹤0.01%	390
2020 Q3	–	Sell	-119,024	Closed	-$5.71M	–	489
2020 Q2	$5.71M	Buy	119,024 +61,932	+108%	+$2.73M	1.78%	6
2020 Q1	$2.15M	Buy	+57,092	New	+$2.46M	0.95%	29
2019 Q2	–	Sell	-1,948	Closed	-$73K	–	400
2019 Q1	$73K	Buy	+1,948	New	+$70K	0.05%	170

Other funds holding IWF

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

CMA

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

SGAM

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

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

RZH

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

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

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

Princeton Global Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.38% in Q2 2026, selling an estimated $2.89K and leaving 6,264 shares worth $778K. The position accounts for 0.11% of the portfolio, ranked #114.

Princeton Global Asset Management first reported a position in IWF in Q1 2019 and has held it in 12 quarters since. The position peaked at $5.71M in Q2 2020. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Princeton Global Asset Management held 6,264 shares of iShares Russell 1000 Growth ETF worth $778K as of Q2 2026.
Princeton Global Asset Management sold 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Russell 1000 Growth ETF made up 0.11% of Princeton Global Asset Management's portfolio in Q2 2026, its #114 holding.
Princeton Global Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 12 quarters since.
Princeton Global Asset Management's iShares Russell 1000 Growth ETF position peaked at $5.71M in Q2 2020.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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