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

Financial Gravity Companies’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Buy
+41
New +$15K ﹤0.01% 500
2025
Q2 		$15.4K Buy
+54
New +$14.2K ﹤0.01% 501
2024
Q4 		$34.8K Hold
121
– – 0.01% 347
2024
Q3 		$34.4K Buy
+121
New +$33.1K 0.01% 212
2018
Q1 		– Sell
-55
Closed -$11K – 1521
2017
Q4 		$11K Buy
+55
New +$10K 0.01% 557

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 41 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWO as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWO in Q4 2017 and has held it in 5 quarters since. The position peaked at $34.8K in Q4 2024. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Financial Gravity Companies held 41 shares of iShares Russell 2000 Growth ETF worth $16.2K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #500 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's iShares Russell 2000 Growth ETF position peaked at $34.8K in Q4 2024.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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