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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.7K	Hold	242	–	–	0.01%	294
2025 Q4	$50.9K	Hold	242	–	–	0.01%	249
2025 Q3	$49.3K	Buy	+242	New	+$48.1K	0.01%	302
2025 Q1	$71.1K	Buy	+378	New	+$72K	0.02%	259
2024 Q2	$73.6K	Sell	422 -104	-20%	-$18.2K	0.02%	212
2024 Q1	$86.9K	Hold	526	–	–	0.02%	206
2023 Q4	$86.9K	Buy	+526	New	+$81.2K	0.02%	206
2018 Q2	–	Sell	-57	Closed	-$7K	–	1507
2018 Q1	$7K	Buy	+57	New	+$7.11K	0.01%	639

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Financial Gravity Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 242 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #294.

Financial Gravity Asset Management first reported a position in IWD in Q1 2018 and has held it in 8 quarters since. The position peaked at $86.9K in Q1 2024. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Financial Gravity Asset Management held 242 shares of iShares Russell 1000 Value ETF worth $51.7K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #294 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's iShares Russell 1000 Value ETF position peaked at $86.9K in Q1 2024.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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