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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
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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 513 shares worth $47.2K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWR as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Financial Gravity Companies held 513 shares of iShares Russell Mid-Cap ETF worth $47.2K as of Q2 2025.
  • iShares Russell Mid-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell Mid-Cap ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #308 holding.
  • Financial Gravity Companies first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

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