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Gries Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Gries Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.67M Buy
23,437
+83
+0.4% +$19K 0.9% 18
2025
Q2 		$5.04M Sell
23,354
-27
-0.1% -$5.43K 0.92% 16
2025
Q1 		$4.66M Buy
23,381
+81
+0.3% +$17.6K 0.9% 16
2024
Q4 		$5.15M Buy
23,300
+834
+4% +$190K 0.91% 19
2024
Q3 		$4.96M Sell
22,466
-5
-0% -$1.07K 0.93% 18
2024
Q2 		$4.56M Sell
22,471
-123
-0.5% -$24.9K 0.94% 16
2024
Q1 		$4.75M Buy
22,594
+63
+0.3% +$12.6K 0.79% 21
2023
Q4 		$4.52M Buy
22,531
+259
+1% +$46.4K 0.99% 16
2023
Q3 		$3.94M Buy
22,272
+544
+3% +$102K 1.06% 17
2023
Q2 		$4.07M Buy
21,728
+257
+1% +$45.8K 1.12% 14
2023
Q1 		$3.83M Buy
21,471
+90
+0.4% +$16.6K 1.13% 14
2022
Q4 		$3.73M Buy
21,381
+648
+3% +$115K 1.24% 16
2022
Q3 		$3.42M Sell
20,733
-1
-0% -$182 1.45% 13
2022
Q2 		$3.51M Sell
20,734
-609
-3% -$112K 1.67% 9
2022
Q1 		$4.38M Buy
21,343
+194
+0.9% +$39.6K 1.61% 8
2021
Q4 		$4.71M Buy
21,149
+648
+3% +$146K 1.92% 8
2021
Q3 		$4.49M Buy
20,501
+19,494
+1,936% +$4.32M 1.41% 11
2021
Q2 		$220K Buy
1,007
+1
+0.1% +$225 0.07% 159
2021
Q1 		$217K Buy
+1,006
New +$220K 0.07% 160

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Gries Financial's IWM Position: Q3 2025 in Review

Gries Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.36% in Q3 2025, buying an estimated $19K and bringing the position to 23,437 shares worth $5.67M. The position accounts for 0.9% of the portfolio, ranked #18.

Gries Financial first reported a position in IWM in Q1 2021 and has held it in 19 quarters since. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Gries Financial held 23,437 shares of iShares Russell 2000 ETF worth $5.67M as of Q3 2025.
  • Gries Financial bought 83 iShares Russell 2000 ETF shares in Q3 2025, an estimated $19K.
  • iShares Russell 2000 ETF made up 0.9% of Gries Financial's portfolio in Q3 2025, its #18 holding.
  • Gries Financial first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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