Financial Gravity Companies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.3K	Buy	+200	New	+$27.6K	﹤0.01%	391
2025 Q2	$27.7K	Buy	+200	New	+$25.3K	0.01%	393
2024 Q4	$30.4K	Hold	240	–	–	0.01%	370
2024 Q3	$28.1K	Buy	+240	New	+$26.8K	0.01%	235
2018 Q4	$5K	Buy	+76	New	+$4.62K	﹤0.01%	708
2018 Q1	$7K	Sell	114 -72	-39%	-$4.5K	0.01%	641
2017 Q4	$12K	Buy	+186	New	+$10.9K	0.01%	552

Other funds holding IWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 200 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWP as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWP in Q4 2017 and has held it in 7 quarters since. The position peaked at $30.4K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Financial Gravity Companies held 200 shares of iShares Russell Mid-Cap Growth ETF worth $29.3K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #391 holding.
Financial Gravity Companies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares Russell Mid-Cap Growth ETF position peaked at $30.4K in Q4 2024.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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