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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-391	Closed	-$59K	–	766
2025 Q1	$59K	Sell	391 -361	-48%	-$58.3K	0.01%	278
2024 Q4	$123K	Sell	752 -20	-3%	-$3.41K	0.02%	225
2024 Q3	$129K	Buy	772 +752	+3,760%	+$122K	0.03%	217
2024 Q2	$3.05K	Buy	+20	New	+$3.06K	﹤0.01%	568
2023 Q4	–	Sell	-94	Closed	-$12.7K	–	660
2023 Q3	$12.7K	Buy	+94	New	+$13.5K	﹤0.01%	386

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Princeton Global Asset Management's IWN Position: Q2 2025 in Review

Princeton Global Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 391 shares — an estimated $59K sold.

Princeton Global Asset Management first reported a position in IWN in Q3 2023 and held it in 5 quarters. The position peaked at $129K in Q3 2024. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Princeton Global Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Princeton Global Asset Management sold 391 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $59K.
Princeton Global Asset Management first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and held it in 5 quarters.
Princeton Global Asset Management's iShares Russell 2000 Value ETF position peaked at $129K in Q3 2024.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Princeton Global Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.