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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.6K	Hold	222	–	–	﹤0.01%	439
2025 Q4	$21.4K	Hold	222	–	–	﹤0.01%	368
2025 Q3	$21.4K	Buy	+222	New	+$21K	﹤0.01%	420
2025 Q1	$43.6K	Buy	+512	New	+$45.7K	0.01%	333
2024 Q2	$26.9K	Hold	332	–	–	0.01%	344
2024 Q1	$25.8K	Hold	332	–	–	0.01%	343
2023 Q4	$25.8K	Buy	+332	New	+$23.6K	0.01%	351

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

Financial Gravity Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 222 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Financial Gravity Asset Management first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. The position peaked at $43.6K in Q1 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Financial Gravity Asset Management held 222 shares of iShares Russell Mid-Cap ETF worth $21.6K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #439 holding.
Financial Gravity Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares Russell Mid-Cap ETF position peaked at $43.6K in Q1 2025.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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