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

Financial Gravity Companies’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.52K Buy
+16
New +$2.38K ﹤0.01% 742
2024
Q4 		$6.57K Hold
40
– – ﹤0.01% 644
2024
Q3 		$6.67K Buy
+40
New +$6.5K ﹤0.01% 409
2018
Q1 		$17K Sell
140
-72
-34% -$9.02K 0.02% 518
2017
Q4 		$27K Buy
+212
New +$26.5K 0.03% 440

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2025: 16 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWN as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWN in Q4 2017 and has held it in 5 quarters since. The position peaked at $27K in Q4 2017. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Financial Gravity Companies held 16 shares of iShares Russell 2000 Value ETF worth $2.52K as of Q2 2025.
  • iShares Russell 2000 Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #742 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's iShares Russell 2000 Value ETF position peaked at $27K in Q4 2017.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

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