GF
IWB icon

Gries Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Gries Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.2M Hold
3,288
– – 0.19% 122
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% +$15.1K 0.19% 121
2024
Q2 		$964K Sell
3,238
-50
-2% -$14.4K 0.2% 112
2024
Q1 		$947K Sell
3,288
-130
-4% -$35.6K 0.16% 125
2023
Q4 		$896K Sell
3,418
-368
-10% -$90.1K 0.2% 95
2023
Q3 		$889K Buy
3,786
+443
+13% +$108K 0.24% 89
2023
Q2 		$815K Hold
3,343
– – 0.22% 89
2023
Q1 		$753K Buy
3,343
+1
+0% +$220 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% +$226 0.28% 77
2022
Q1 		$715K Hold
2,859
– – 0.26% 88
2021
Q4 		$756K Buy
2,859
+2
+0.1% +$515 0.31% 86
2021
Q3 		$691K Buy
2,857
+62
+2% +$15.4K 0.22% 99
2021
Q2 		$692K Sell
2,795
-115
-4% -$27.1K 0.22% 92
2021
Q1 		$672K Buy
+2,910
New +$637K 0.21% 99

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gries Financial's IWB Position: Q3 2025 in Review

Gries Financial held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 3,288 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #122.

Gries Financial first reported a position in IWB in Q1 2021 and has held it in 19 quarters since. 1,421 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Gries Financial held 3,288 shares of iShares Russell 1000 ETF worth $1.2M as of Q3 2025.
  • Gries Financial left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 ETF made up 0.19% of Gries Financial's portfolio in Q3 2025, its #122 holding.
  • Gries Financial first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 19 quarters since.
  • 1,421 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.