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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025: 200 shares worth $27.7K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWP as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWP in Q4 2017 and has held it in 6 quarters since. The position peaked at $30.4K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Financial Gravity Companies held 200 shares of iShares Russell Mid-Cap Growth ETF worth $27.7K as of Q2 2025.
  • iShares Russell Mid-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #393 holding.
  • Financial Gravity Companies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares Russell Mid-Cap Growth ETF position peaked at $30.4K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

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