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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2025: 413 shares worth $145K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IWV as recently as Q4 2024.

Financial Gravity Companies first reported a position in IWV in Q3 2024 and has held it in 3 quarters since. The position peaked at $166K in Q4 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Financial Gravity Companies held 413 shares of iShares Russell 3000 ETF worth $145K as of Q2 2025.
  • iShares Russell 3000 ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Russell 3000 ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #189 holding.
  • Financial Gravity Companies first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares Russell 3000 ETF position peaked at $166K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

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