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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$873K Hold
7,912
0.13% 106
2026
Q1
$769K Sell
7,912
-404
-5% -$40.4K 0.13% 107
2025
Q4
$801K Buy
8,316
+353
+4% +$33.9K 0.13% 107
2025
Q3
$769K Hold
7,963
0.13% 112
2025
Q2
$732K Hold
7,963
0.13% 111
2025
Q1
$677K Sell
7,963
-22
-0.3% -$1.96K 0.13% 116
2024
Q4
$706K Sell
7,985
-251
-3% -$22.8K 0.13% 114
2024
Q3
$726K Buy
8,236
+7,625
+1,248% +$642K 0.14% 110
2024
Q2
$49.5K Buy
+611
New +$49.7K 0.01% 292
2023
Q4
Sell
-332
Closed -$23K 662
2023
Q3
$23K Buy
+332
New +$24.2K 0.01% 323

Other funds holding IWR

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

Princeton Global Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,912 shares worth $873K. The position accounts for 0.13% of the portfolio, ranked #106.

Princeton Global Asset Management first reported a position in IWR in Q3 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Princeton Global Asset Management held 7,912 shares of iShares Russell Mid-Cap ETF worth $873K as of Q2 2026.
  • Princeton Global Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.13% of Princeton Global Asset Management's portfolio in Q2 2026, its #106 holding.
  • Princeton Global Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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