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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.9K	Hold	41	–	–	﹤0.01%	531
2025 Q4	$13.2K	Hold	41	–	–	﹤0.01%	439
2025 Q3	$13.1K	Buy	+41	New	+$12.4K	﹤0.01%	516
2025 Q1	$34.2K	Buy	+134	New	+$37.8K	0.01%	384
2024 Q2	$31.8K	Sell	121 -145	-55%	-$37.6K	0.01%	319
2024 Q1	$69.6K	Sell	266 -646	-71%	-$165K	0.01%	330
2023 Q4	$1.59M	Buy	912 +133	+17%	+$30K	0.02%	270
2023 Q3	$1.56M	Buy	779 +738	+1,800%	+$177K	0.02%	254
2023 Q2	$10	Hold	41	–	–	﹤0.01%	1533
2023 Q1	$9	Buy	+41	New	+$9.38K	﹤0.01%	868

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Financial Gravity Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 41 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Financial Gravity Asset Management first reported a position in IWO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2023. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Financial Gravity Asset Management held 41 shares of iShares Russell 2000 Growth ETF worth $12.9K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #531 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares Russell 2000 Growth ETF position peaked at $1.59M in Q4 2023.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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