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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.5K	Buy	+170	New	+$21.3K	﹤0.01%	437
2024 Q4	$34.4K	Hold	266	–	–	0.01%	349
2024 Q3	$35.2K	Buy	+266	New	+$33.6K	0.01%	210
2018 Q4	$34K	Buy	+398	New	+$33.3K	0.03%	425
2018 Q1	$9K	Buy	101 +38	+60%	+$3.37K	0.01%	607
2017 Q4	$6K	Buy	+63	New	+$5.47K	0.01%	674

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025: 170 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWS as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWS in Q4 2017 and has held it in 6 quarters since. The position peaked at $35.2K in Q3 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Financial Gravity Companies held 170 shares of iShares Russell Mid-Cap Value ETF worth $22.5K as of Q2 2025.
iShares Russell Mid-Cap Value ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #437 holding.
Financial Gravity Companies first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's iShares Russell Mid-Cap Value ETF position peaked at $35.2K in Q3 2024.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

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