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

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