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
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $964K | Sell |
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $889K | Buy |
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|
2023
Q2 | $815K | Hold |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $672K | Buy |
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