FGC
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Financial Gravity Companies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Gravity Companies’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$47.4K Buy
+244
New +$45.2K 0.01% 305
2024
Q4 		$70K Sell
378
-44
-10% -$8.44K 0.02% 247
2024
Q3 		$80.1K Buy
+422
New +$76.9K 0.02% 153
2018
Q1 		$7K Sell
57
-91
-61% -$11.3K 0.01% 639
2017
Q4 		$19K Buy
+148
New +$17.9K 0.02% 488

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2025: 244 shares worth $47.4K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWD as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWD in Q4 2017 and has held it in 5 quarters since. The position peaked at $80.1K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Financial Gravity Companies held 244 shares of iShares Russell 1000 Value ETF worth $47.4K as of Q2 2025.
  • iShares Russell 1000 Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell 1000 Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #305 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's iShares Russell 1000 Value ETF position peaked at $80.1K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

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