Financial Gravity Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145K	Sell	390 -114	-23%	-$44.1K	0.03%	190
2025 Q4	$195K	Sell	504 -811	-62%	-$311K	0.04%	127
2025 Q3	$498K	Buy	+1,315	New	+$479K	0.1%	92
2025 Q1	$131K	Buy	+413	New	+$138K	0.03%	189
2024 Q2	$312K	Hold	1,010	–	–	0.08%	98
2024 Q1	$276K	Hold	1,010	–	–	0.08%	106
2023 Q4	$276K	Buy	+1,010	New	+$258K	0.08%	105

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Gravity Asset Management reduced its iShares Russell 3000 ETF (IWV) stake by 23% in Q1 2026, selling an estimated $44.1K and leaving 390 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #190.

Financial Gravity Asset Management first reported a position in IWV in Q4 2023 and has held it in 7 quarters since. The position peaked at $498K in Q3 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Financial Gravity Asset Management held 390 shares of iShares Russell 3000 ETF worth $145K as of Q1 2026.
Financial Gravity Asset Management sold 114 iShares Russell 3000 ETF shares in Q1 2026, an estimated $44.1K.
iShares Russell 3000 ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #190 holding.
Financial Gravity Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares Russell 3000 ETF position peaked at $498K in Q3 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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