Financial Gravity Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6K	Hold	200	–	–	﹤0.01%	408
2025 Q4	$27.4K	Hold	200	–	–	0.01%	324
2025 Q3	$28.5K	Buy	+200	New	+$28.3K	0.01%	366
2025 Q1	$51.7K	Buy	+440	New	+$56.6K	0.01%	297
2024 Q2	$26.5K	Sell	240 -209	-47%	-$23K	0.01%	349
2024 Q1	$46.9K	Hold	449	–	–	0.01%	263
2023 Q4	$46.9K	Buy	+449	New	+$42.6K	0.01%	262
2021 Q3	$112K	Hold	3	–	–	0.05%	324
2021 Q2	$113K	Buy	+3	New	+$320	0.04%	324
2020 Q4	$0	Buy	+3	New	+$285	﹤0.01%	579
2019 Q4	$153K	Hold	72	–	–	0.11%	175
2019 Q3	$5K	Hold	72	–	–	﹤0.01%	697
2019 Q2	$5K	Sell	72 -4	-5%	-$278	﹤0.01%	689
2019 Q1	$5K	Buy	+76	New	+$4.88K	﹤0.01%	690
2018 Q3	$5K	Sell	90 -46	-34%	-$3.06K	0.01%	730
2018 Q2	$9K	Buy	136 +22	+19%	+$1.39K	0.01%	589
2018 Q1	$7K	Buy	+114	New	+$7.12K	0.01%	641

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Financial Gravity Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 200 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Financial Gravity Asset Management first reported a position in IWP in Q1 2018 and has held it in 17 quarters since. The position peaked at $153K in Q4 2019. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Financial Gravity Asset Management held 200 shares of iShares Russell Mid-Cap Growth ETF worth $25.6K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #408 holding.
Financial Gravity Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $153K in Q4 2019.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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