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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Hold	1,092	–	–	0.02%	211
2025 Q4	$129K	Hold	1,092	–	–	0.02%	153
2025 Q3	$128K	Buy	+1,092	New	+$122K	0.03%	193
2025 Q1	$134K	Buy	+1,484	New	+$146K	0.03%	187
2024 Q2	$164K	Sell	1,804 -372	-17%	-$31.8K	0.04%	140
2024 Q1	$165K	Hold	2,176	–	–	0.05%	138
2023 Q4	$165K	Buy	+2,176	New	+$154K	0.05%	137
2019 Q2	–	Sell	-1,908	Closed	-$73K	–	1447
2019 Q1	$73K	Buy	+1,908	New	+$68.6K	0.06%	245
2018 Q3	$6K	Sell	184 -96	-34%	-$3.63K	0.01%	686
2018 Q2	$10K	Buy	280 +88	+46%	+$3.11K	0.01%	569
2018 Q1	$7K	Buy	+192	New	+$6.73K	0.01%	640

Other funds holding IWF

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

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

Financial Gravity Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,092 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #211.

Financial Gravity Asset Management first reported a position in IWF in Q1 2018 and has held it in 11 quarters since. The position peaked at $165K in Q1 2024. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Financial Gravity Asset Management held 1,092 shares of iShares Russell 1000 Growth ETF worth $116K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #211 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's iShares Russell 1000 Growth ETF position peaked at $165K in Q1 2024.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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