GF
Gries Financial’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
3,288
| – | – | 0.2% | 115 |
|
|
2025
Q1 | $1.01M | Hold |
3,288
| – | – | 0.2% | 118 |
|
|
2024
Q4 | $1.06M | Hold |
3,288
| – | – | 0.19% | 121 |
|
|
2024
Q3 | $1.03M | Buy |
3,288
+50
| +2% | +$15.7K | 0.19% | 121 |
|
|
2024
Q2 | $964K | Sell |
3,238
-50
| -2% | -$14.9K | 0.2% | 112 |
|
|
2024
Q1 | $947K | Sell |
3,288
-130
| -4% | -$37.4K | 0.16% | 125 |
|
|
2023
Q4 | $896K | Sell |
3,418
-368
| -10% | -$96.5K | 0.2% | 95 |
|
|
2023
Q3 | $889K | Buy |
3,786
+443
| +13% | +$104K | 0.24% | 89 |
|
|
2023
Q2 | $815K | Hold |
3,343
| – | – | 0.22% | 89 |
|
|
2023
Q1 | $753K | Buy |
3,343
+1
| +0% | +$225 | 0.22% | 93 |
|
|
2022
Q4 | $704K | Buy |
3,342
+482
| +17% | +$102K | 0.23% | 91 |
|
|
2022
Q3 | $564K | Hold |
2,860
| – | – | 0.24% | 92 |
|
|
2022
Q2 | $594K | Buy |
2,860
+1
| +0% | +$208 | 0.28% | 77 |
|
|
2022
Q1 | $715K | Hold |
2,859
| – | – | 0.26% | 88 |
|
|
2021
Q4 | $756K | Buy |
2,859
+2
| +0.1% | +$529 | 0.31% | 86 |
|
|
2021
Q3 | $691K | Buy |
2,857
+62
| +2% | +$15K | 0.22% | 99 |
|
|
2021
Q2 | $692K | Sell |
2,795
-115
| -4% | -$28.5K | 0.22% | 92 |
|
|
2021
Q1 | $672K | Buy |
+2,910
| New | +$672K | 0.21% | 99 |
|