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
2026
Q2 		$58.7K Buy
+242
New +$56.4K 0.01% 290
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Financial Gravity Companies's IWD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 242 shares worth $58.7K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWD as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWD in Q4 2017 and has held it in 6 quarters since. The position peaked at $80.1K in Q3 2024. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Financial Gravity Companies held 242 shares of iShares Russell 1000 Value ETF worth $58.7K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #290 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares Russell 1000 Value ETF position peaked at $80.1K in Q3 2024.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.