Financial Gravity Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Gravity Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Hold	647	–	–	0.04%	149
2025 Q4	$242K	Hold	647	–	–	0.05%	117
2025 Q3	$236K	Buy	+647	New	+$228K	0.05%	135
2025 Q1	$198K	Buy	+647	New	+$209K	0.04%	152
2024 Q2	$203K	Sell	681 -593	-47%	-$170K	0.05%	123
2024 Q1	$334K	Sell	1,274 -4	-0.3%	-$1.1K	0.09%	95
2023 Q4	$335K	Buy	+1,278	New	+$313K	0.09%	95
2021 Q3	$242K	Hold	4	–	–	0.11%	149
2021 Q2	$242K	Buy	+4	New	+$942	0.09%	152
2020 Q4	$1K	Buy	+4	New	+$798	﹤0.01%	412
2019 Q4	$178K	Sell	209 -291	-58%	-$49.7K	0.12%	138
2019 Q3	$82K	Buy	500 +252	+102%	+$41.4K	0.07%	232
2019 Q2	$40K	Sell	248 -1,332	-84%	-$213K	0.03%	361
2019 Q1	$251K	Buy	+1,580	New	+$239K	0.2%	104
2018 Q3	$1K	Sell	3 -1	-25%	-$159	﹤0.01%	1159
2018 Q2	$1K	Sell	4 -9	-69%	-$1.36K	﹤0.01%	1189
2018 Q1	$2K	Buy	+13	New	+$1.98K	﹤0.01%	962

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Gravity Asset Management's IWB Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 647 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #149.

Financial Gravity Asset Management first reported a position in IWB in Q1 2018 and has held it in 17 quarters since. The position peaked at $335K in Q4 2023. 1,472 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Financial Gravity Asset Management held 647 shares of iShares Russell 1000 ETF worth $231K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q1 2026, its #149 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares Russell 1000 ETF position peaked at $335K in Q4 2023.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.