Princeton Global Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$940K	Hold	6,423	–	–	0.13%	97
2026 Q1	$823K	Sell	6,423 -121	-2%	-$16.4K	0.13%	100
2025 Q4	$896K	Sell	6,544 -18	-0.3%	-$2.52K	0.15%	103
2025 Q3	$934K	Hold	6,562	–	–	0.16%	102
2025 Q2	$910K	Hold	6,562	–	–	0.17%	101
2025 Q1	$771K	Sell	6,562 -3,591	-35%	-$462K	0.15%	111
2024 Q4	$1.29M	Sell	10,153 -364	-3%	-$46.3K	0.24%	85
2024 Q3	$1.23M	Buy	10,517 +8,966	+578%	+$1M	0.24%	83
2024 Q2	$171K	Buy	+1,551	New	+$170K	0.04%	180
2022 Q1	–	Sell	-720	Closed	-$83K	–	590
2021 Q4	$83K	Hold	720	–	–	0.02%	222
2021 Q3	$81K	Hold	720	–	–	0.02%	220
2021 Q2	$82K	Hold	720	–	–	0.03%	217
2021 Q1	$73K	Hold	720	–	–	0.02%	220
2020 Q4	$74K	Buy	+720	New	+$68.5K	0.03%	214
2020 Q3	–	Sell	-16,200	Closed	-$1.28M	–	490
2020 Q2	$1.28M	Hold	16,200	–	–	0.4%	83
2020 Q1	$985K	Buy	+16,200	New	+$1.18M	0.44%	75

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

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

CMA

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Princeton Global Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,423 shares worth $940K. The position accounts for 0.13% of the portfolio, ranked #97.

Princeton Global Asset Management first reported a position in IWP in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.29M in Q4 2024. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Princeton Global Asset Management held 6,423 shares of iShares Russell Mid-Cap Growth ETF worth $940K as of Q2 2026.
Princeton Global Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Princeton Global Asset Management's portfolio in Q2 2026, its #97 holding.
Princeton Global Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 16 quarters since.
Princeton Global Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.29M in Q4 2024.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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