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Princeton Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Princeton Global Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$868K Buy
2,888
+14
+0.5% +$3.93K 0.12% 107
2026
Q1 		$713K Buy
2,874
+892
+45% +$230K 0.12% 110
2025
Q4 		$488K Buy
1,982
+2
+0.1% +$492 0.08% 133
2025
Q3 		$479K Buy
1,980
+1
+0.1% +$229 0.08% 136
2025
Q2 		$427K Buy
1,979
+602
+44% +$121K 0.08% 134
2025
Q1 		$275K Sell
1,377
-67
-5% -$14.5K 0.05% 161
2024
Q4 		$319K Sell
1,444
-52
-3% -$11.9K 0.06% 156
2024
Q3 		$330K Buy
1,496
+799
+115% +$171K 0.06% 153
2024
Q2 		$141K Buy
697
+407
+140% +$82.3K 0.03% 194
2024
Q1 		$61K Hold
290
– – 0.01% 238
2023
Q4 		$58.2K Sell
290
-35
-11% -$6.27K 0.01% 245
2023
Q3 		$57.4K Buy
325
+35
+12% +$6.57K 0.02% 235
2023
Q2 		$54.3K Hold
290
– – 0.02% 250
2023
Q1 		$51.7K Buy
+290
New +$53.4K 0.01% 260
2020
Q1 		– Sell
-4,975
Closed -$824 – 520
2019
Q4 		$824 Buy
+4,975
New +$786K 0.33% 79

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Princeton Global Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.49% in Q2 2026, buying an estimated $3.93K and bringing the position to 2,888 shares worth $868K. The position accounts for 0.12% of the portfolio, ranked #107.

Princeton Global Asset Management first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Princeton Global Asset Management held 2,888 shares of iShares Russell 2000 ETF worth $868K as of Q2 2026.
  • Princeton Global Asset Management bought 14 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.93K.
  • iShares Russell 2000 ETF made up 0.12% of Princeton Global Asset Management's portfolio in Q2 2026, its #107 holding.
  • Princeton Global Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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