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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-265	Closed	-$67.7K	–	767
2025 Q1	$67.7K	Sell	265 -232	-47%	-$65.5K	0.01%	261
2024 Q4	$143K	Sell	497 -12	-2%	-$3.55K	0.03%	214
2024 Q3	$145K	Buy	509 +497	+4,142%	+$136K	0.03%	209
2024 Q2	$3.15K	Buy	+12	New	+$3.12K	﹤0.01%	565
2023 Q4	–	Sell	-28	Closed	-$6.28K	–	661
2023 Q3	$6.28K	Buy	+28	New	+$6.7K	﹤0.01%	454

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Princeton Global Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 265 shares — an estimated $67.7K sold.

Princeton Global Asset Management first reported a position in IWO in Q3 2023 and held it in 5 quarters. The position peaked at $145K in Q3 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Princeton Global Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Princeton Global Asset Management sold 265 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $67.7K.
Princeton Global Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 5 quarters.
Princeton Global Asset Management's iShares Russell 2000 Growth ETF position peaked at $145K in Q3 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

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