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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 Sell
1,010
-1,010
-50% -$301K 0.08% 98
2024
Q1 		$580K Sell
2,020
-18,192
-90% -$5.19M 0.08% 103
2023
Q4 		$2.16M Buy
20,212
+1,010
+5% +$258K 0.02% 212
2023
Q3 		$1.88M Buy
19,202
+18,189
+1,796% +$4.65M 0.02% 223
2023
Q2 		$258 Hold
1,013
– – ﹤0.01% 1102
2023
Q1 		$240 Buy
+1,013
New +$234K 0.01% 589

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return