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IWF icon

Gries Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gries Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.73M Sell
23,308
-72
-0.3% -$8.02K 0.43% 40
2025
Q2 		$2.48M Sell
23,380
-200
-0.8% -$19.1K 0.45% 42
2025
Q1 		$2.13M Sell
23,580
-132
-0.6% -$13K 0.41% 46
2024
Q4 		$2.38M Sell
23,712
-636
-3% -$62.6K 0.42% 50
2024
Q3 		$2.28M Buy
24,348
+36
+0.1% +$3.26K 0.43% 46
2024
Q2 		$2.22M Sell
24,312
-348
-1% -$29.7K 0.46% 53
2024
Q1 		$2.08M Sell
24,660
-104
-0.4% -$8.38K 0.35% 78
2023
Q4 		$1.88M Sell
24,764
-144
-0.6% -$10.2K 0.41% 68
2023
Q3 		$1.66M Buy
24,908
+2,028
+9% +$140K 0.45% 64
2023
Q2 		$1.57M Sell
22,880
-264
-1% -$16.8K 0.43% 66
2023
Q1 		$1.41M Sell
23,144
-300
-1% -$17.3K 0.42% 69
2022
Q4 		$1.26M Buy
23,444
+4
+0% +$220 0.42% 74
2022
Q3 		$1.23M Hold
23,440
– – 0.52% 58
2022
Q2 		$1.28M Sell
23,440
-108
-0.5% -$6.48K 0.61% 51
2022
Q1 		$1.63M Buy
23,548
+16
+0.1% +$1.09K 0.6% 53
2021
Q4 		$1.8M Buy
23,532
+100
+0.4% +$7.41K 0.73% 28
2021
Q3 		$1.6M Buy
+23,432
New +$1.66M 0.5% 62

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gries Financial's IWF Position: Q3 2025 in Review

Gries Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.31% in Q3 2025, selling an estimated $8.02K and leaving 23,308 shares worth $2.73M. The position accounts for 0.43% of the portfolio, ranked #40.

Gries Financial first reported a position in IWF in Q3 2021 and has held it in 17 quarters since. 2,354 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Gries Financial held 23,308 shares of iShares Russell 1000 Growth ETF worth $2.73M as of Q3 2025.
  • Gries Financial sold 72 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $8.02K.
  • iShares Russell 1000 Growth ETF made up 0.43% of Gries Financial's portfolio in Q3 2025, its #40 holding.
  • Gries Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • 2,354 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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