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Financial Gravity Companies’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Gravity Companies’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
+647
New +$203K 0.04% 145
2024
Q4 		$219K Hold
681
– – 0.05% 134
2024
Q3 		$214K Buy
+681
New +$206K 0.06% 88
2018
Q1 		$2K Buy
13
+8
+160% +$1.22K ﹤0.01% 962
2017
Q4 		$1K Buy
+5
New +$724 ﹤0.01% 1138

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Companies's IWB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2025: 647 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWB as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWB in Q4 2017 and has held it in 5 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Financial Gravity Companies held 647 shares of iShares Russell 1000 ETF worth $220K as of Q2 2025.
  • iShares Russell 1000 ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell 1000 ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #145 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 5 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.