GF
Gries Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Sell |
23,354
-27
| -0.1% | -$5.83K | 0.92% | 16 |
|
|
2025
Q1 | $4.66M | Buy |
23,381
+81
| +0.3% | +$16.2K | 0.9% | 16 |
|
|
2024
Q4 | $5.15M | Buy |
23,300
+834
| +4% | +$184K | 0.91% | 19 |
|
|
2024
Q3 | $4.96M | Sell |
22,466
-5
| -0% | -$1.1K | 0.93% | 18 |
|
|
2024
Q2 | $4.56M | Sell |
22,471
-123
| -0.5% | -$25K | 0.94% | 16 |
|
|
2024
Q1 | $4.75M | Buy |
22,594
+63
| +0.3% | +$13.2K | 0.79% | 21 |
|
|
2023
Q4 | $4.52M | Buy |
22,531
+259
| +1% | +$52K | 0.99% | 16 |
|
|
2023
Q3 | $3.94M | Buy |
22,272
+544
| +3% | +$96.1K | 1.06% | 17 |
|
|
2023
Q2 | $4.07M | Buy |
21,728
+257
| +1% | +$48.1K | 1.12% | 14 |
|
|
2023
Q1 | $3.83M | Buy |
21,471
+90
| +0.4% | +$16.1K | 1.13% | 14 |
|
|
2022
Q4 | $3.73M | Buy |
21,381
+648
| +3% | +$113K | 1.24% | 16 |
|
|
2022
Q3 | $3.42M | Sell |
20,733
-1
| -0% | -$165 | 1.45% | 13 |
|
|
2022
Q2 | $3.51M | Sell |
20,734
-609
| -3% | -$103K | 1.67% | 9 |
|
|
2022
Q1 | $4.38M | Buy |
21,343
+194
| +0.9% | +$39.8K | 1.61% | 8 |
|
|
2021
Q4 | $4.71M | Buy |
21,149
+648
| +3% | +$144K | 1.92% | 8 |
|
|
2021
Q3 | $4.49M | Buy |
20,501
+19,494
| +1,936% | +$4.26M | 1.41% | 11 |
|
|
2021
Q2 | $220K | Buy |
1,007
+1
| +0.1% | +$218 | 0.07% | 159 |
|
|
2021
Q1 | $217K | Buy |
+1,006
| New | +$217K | 0.07% | 160 |
|