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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.46K	Buy	+56	New	+$9.05K	﹤0.01%	644
2024 Q2	$6.09K	Sell	40 -16	-29%	-$2.45K	﹤0.01%	565
2024 Q1	$8.7K	Hold	56	–	–	﹤0.01%	496
2023 Q4	$8.7K	Buy	+56	New	+$7.76K	﹤0.01%	509
2018 Q2	–	Sell	-140	Closed	-$17K	–	1508
2018 Q1	$17K	Buy	+140	New	+$17.5K	0.02%	518

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Financial Gravity Asset Management's IWN Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2025: 56 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IWN as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in IWN in Q1 2018 and has held it in 5 quarters since. The position peaked at $17K in Q1 2018. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Financial Gravity Asset Management held 56 shares of iShares Russell 2000 Value ETF worth $8.46K as of Q1 2025.
iShares Russell 2000 Value ETF was a new Financial Gravity Asset Management position in Q1 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #644 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 5 quarters since.
Financial Gravity Asset Management's iShares Russell 2000 Value ETF position peaked at $17K in Q1 2018.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.