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

Financial Gravity Companies’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Buy
+222
New +$23.3K ﹤0.01% 435
2025
Q2 		$47.2K Buy
+513
New +$44.3K 0.01% 308
2024
Q4 		$45.2K Buy
512
+180
+54% +$16.3K 0.01% 300
2024
Q3 		$29.3K Buy
+332
New +$28K 0.01% 229

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 222 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWR as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWR in Q3 2024 and has held it in 4 quarters since. The position peaked at $47.2K in Q2 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Financial Gravity Companies held 222 shares of iShares Russell Mid-Cap ETF worth $24.5K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #435 holding.
  • Financial Gravity Companies first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares Russell Mid-Cap ETF position peaked at $47.2K in Q2 2025.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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