Gries Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Sell |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $5.15M | Buy |
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|
2024
Q3 | $4.96M | Sell |
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|
2024
Q2 | $4.56M | Sell |
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|
2024
Q1 | $4.75M | Buy |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.73M | Buy |
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|
2022
Q3 | $3.42M | Sell |
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|
2022
Q2 | $3.51M | Sell |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.71M | Buy |
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|
2021
Q3 | $4.49M | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $217K | Buy |
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