Princeton Global Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8K	Hold	44	–	–	﹤0.01%	551
2026 Q1	$10.9K	Hold	44	–	–	﹤0.01%	567
2025 Q4	$12.2K	Buy	+44	New	+$12.2K	﹤0.01%	559
2025 Q2	–	Sell	-31	Closed	-$6.54K	–	768
2025 Q1	$6.54K	Sell	31 -5	-14%	-$1.15K	﹤0.01%	484
2024 Q4	$8.47K	Sell	36 -62	-63%	-$14.2K	﹤0.01%	501
2024 Q3	$21.6K	Sell	98 -472	-83%	-$100K	﹤0.01%	411
2024 Q2	$122K	Buy	+570	New	+$114K	0.03%	202

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Princeton Global Asset Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 44 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Princeton Global Asset Management first reported a position in IWY in Q2 2024 and has held it in 7 quarters since. The position peaked at $122K in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Princeton Global Asset Management held 44 shares of iShares Russell Top 200 Growth ETF worth $12.8K as of Q2 2026.
Princeton Global Asset Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #551 holding.
Princeton Global Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Princeton Global Asset Management's iShares Russell Top 200 Growth ETF position peaked at $122K in Q2 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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