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Princeton Global Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Princeton Global Asset Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,471
Closed -$115K – 691
2024
Q2 		$110K Buy
+1,471
New +$110K 0.02% 210

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Princeton Global Asset Management's IWX Position: Q3 2024 in Review

Princeton Global Asset Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2024, closing a stake of 1,471 shares — an estimated $115K sold.

Princeton Global Asset Management first reported a position in IWX in Q2 2024 and held it in 1 quarter. The position peaked at $110K in Q2 2024. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • Princeton Global Asset Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Princeton Global Asset Management sold 1,471 iShares Russell Top 200 Value ETF shares in Q3 2024, an estimated $115K.
  • Princeton Global Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and held it in 1 quarter.
  • Princeton Global Asset Management's iShares Russell Top 200 Value ETF position peaked at $110K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Princeton Global Asset Management's 13F filing for Q3 2024, filed 29 Oct 2024.