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Financial Gravity Companies’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Gravity Companies’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
+390
New +$161K 0.03% 183
2025
Q2 		$145K Buy
+413
New +$134K 0.03% 189
2024
Q4 		$166K Hold
497
– – 0.04% 152
2024
Q3 		$162K Buy
+497
New +$156K 0.04% 102

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 390 shares worth $166K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWV as recently as Q2 2025.

Financial Gravity Companies first reported a position in IWV in Q3 2024 and has held it in 4 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Financial Gravity Companies held 390 shares of iShares Russell 3000 ETF worth $166K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #183 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 4 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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