Financial Gravity Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188K	Hold	760	–	–	0.03%	162
2025 Q4	$187K	Sell	760 -16	-2%	-$3.93K	0.04%	133
2025 Q3	$188K	Buy	+776	New	+$178K	0.04%	154
2025 Q1	$279K	Buy	+1,400	New	+$304K	0.06%	130
2024 Q2	$334K	Buy	1,646 +1,020	+163%	+$206K	0.08%	94
2024 Q1	$126K	Sell	626 -4	-0.6%	-$798	0.04%	166
2023 Q4	$127K	Buy	+630	New	+$113K	0.04%	167
2021 Q3	$219K	Hold	4	–	–	0.1%	161
2021 Q2	$229K	Buy	+4	New	+$899	0.08%	161
2020 Q4	$27K	Buy	+137	New	+$24K	0.02%	116
2019 Q4	$166K	Sell	235 -133	-36%	-$21K	0.11%	159
2019 Q3	$56K	Buy	368 +91	+33%	+$13.9K	0.05%	275
2019 Q2	$43K	Buy	277 +6	+2%	+$925	0.04%	347
2019 Q1	$42K	Buy	+271	New	+$40.7K	0.03%	353
2018 Q3	$41K	Buy	271 +46	+20%	+$7.77K	0.04%	373
2018 Q2	$38K	Sell	225 -9	-4%	-$1.44K	0.04%	390
2018 Q1	$36K	Buy	+234	New	+$36.1K	0.04%	421

Other funds holding IWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Financial Gravity Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 760 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #162.

Financial Gravity Asset Management first reported a position in IWM in Q1 2018 and has held it in 17 quarters since. The position peaked at $334K in Q2 2024. 2,582 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Financial Gravity Asset Management held 760 shares of iShares Russell 2000 ETF worth $188K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #162 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares Russell 2000 ETF position peaked at $334K in Q2 2024.
2,582 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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