Financial Gravity Companies’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+740	New	+$208K	0.04%	154
2025 Q2	$219K	Buy	+1,015	New	+$204K	0.04%	146
2024 Q4	$265K	Buy	1,201 +86	+8%	+$19.6K	0.06%	123
2024 Q3	$246K	Buy	+1,115	New	+$239K	0.07%	83
2018 Q4	$41K	Buy	+277	New	+$41.3K	0.04%	389
2018 Q1	$36K	Buy	234 +229	+4,580%	+$35.4K	0.04%	421
2017 Q4	$1K	Buy	+5	New	+$751	﹤0.01%	1139

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 740 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #154 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWM as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWM in Q4 2017 and has held it in 7 quarters since. The position peaked at $265K in Q4 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Gravity Companies held 740 shares of iShares Russell 2000 ETF worth $222K as of Q2 2026.
iShares Russell 2000 ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2026, its #154 holding.
Financial Gravity Companies first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares Russell 2000 ETF position peaked at $265K in Q4 2024.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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