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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8K	Hold	170	–	–	﹤0.01%	414
2025 Q4	$24K	Hold	170	–	–	﹤0.01%	347
2025 Q3	$23.7K	Buy	+170	New	+$23.2K	﹤0.01%	396
2025 Q1	$33.5K	Buy	+266	New	+$34.6K	0.01%	386
2024 Q2	$32.1K	Sell	266 -539	-67%	-$65.5K	0.01%	316
2024 Q1	$93.7K	Hold	805	–	–	0.03%	194
2023 Q4	$93.6K	Buy	+805	New	+$85.8K	0.03%	195
2021 Q3	$113K	Hold	4	–	–	0.05%	319
2021 Q2	$115K	Buy	+4	New	+$459	0.04%	316
2020 Q4	$0	Buy	+4	New	+$361	﹤0.01%	580
2019 Q4	$95K	Sell	401 -16	-4%	-$1.46K	0.07%	339
2019 Q3	$37K	Buy	417 +4	+1%	+$354	0.03%	338
2019 Q2	$37K	Buy	413 +14	+4%	+$1.23K	0.03%	383
2019 Q1	$35K	Buy	+399	New	+$33.6K	0.03%	372
2018 Q3	$33K	Buy	408 +288	+240%	+$26.1K	0.03%	412
2018 Q2	$11K	Buy	120 +19	+19%	+$1.67K	0.01%	549
2018 Q1	$9K	Buy	+101	New	+$8.96K	0.01%	607

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Financial Gravity Asset Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 170 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Financial Gravity Asset Management first reported a position in IWS in Q1 2018 and has held it in 17 quarters since. The position peaked at $115K in Q2 2021. 996 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Financial Gravity Asset Management held 170 shares of iShares Russell Mid-Cap Value ETF worth $24.8K as of Q1 2026.
Financial Gravity Asset Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #414 holding.
Financial Gravity Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $115K in Q2 2021.
996 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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