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

Financial Gravity Companies’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$136K	Buy	+1,092	New	+$132K	0.02%	198
2025 Q2	$116K	Buy	+1,092	New	+$104K	0.02%	207
2024 Q4	$149K	Sell	1,484 -320	-18%	-$31.5K	0.03%	162
2024 Q3	$169K	Buy	+1,804	New	+$164K	0.05%	101
2018 Q4	$3K	Buy	+92	New	+$3.24K	﹤0.01%	837
2018 Q1	$7K	Buy	192 +28	+17%	+$982	0.01%	640
2017 Q4	$6K	Buy	+164	New	+$5.38K	0.01%	673

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,092 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWF as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWF in Q4 2017 and has held it in 7 quarters since. The position peaked at $169K in Q3 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Financial Gravity Companies held 1,092 shares of iShares Russell 1000 Growth ETF worth $136K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #198 holding.
Financial Gravity Companies first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares Russell 1000 Growth ETF position peaked at $169K in Q3 2024.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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