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Gries Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Gries Financial’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$384K Buy
2,171
+5
+0.2% +$844 0.06% 203
2025
Q2 		$342K Buy
2,166
+4
+0.2% +$596 0.06% 207
2025
Q1 		$326K Sell
2,162
-33
-2% -$5.33K 0.06% 199
2024
Q4 		$360K Sell
2,195
-32
-1% -$5.46K 0.06% 190
2024
Q3 		$371K Buy
2,227
+5
+0.2% +$812 0.07% 182
2024
Q2 		$338K Buy
2,222
+5
+0.2% +$765 0.07% 174
2024
Q1 		$352K Sell
2,217
-242
-10% -$36.6K 0.06% 203
2023
Q4 		$382K Sell
2,459
-318
-11% -$44K 0.08% 150
2023
Q3 		$376K Buy
2,777
+456
+20% +$65.4K 0.1% 137
2023
Q2 		$327K Buy
2,321
+203
+10% +$27.4K 0.09% 137
2023
Q1 		$290K Buy
2,118
+6
+0.3% +$870 0.09% 144
2022
Q4 		$293K Buy
2,112
+17
+0.8% +$2.4K 0.1% 131
2022
Q3 		$270K Hold
2,095
– – 0.11% 126
2022
Q2 		$285K Buy
2,095
+6
+0.3% +$893 0.14% 106
2022
Q1 		$337K Buy
2,089
+4
+0.2% +$638 0.12% 126
2021
Q4 		$346K Buy
2,085
+309
+17% +$51.5K 0.14% 124
2021
Q3 		$285K Buy
+1,776
New +$285K 0.09% 137

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gries Financial's IWN Position: Q3 2025 in Review

Gries Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 0.23% in Q3 2025, buying an estimated $844 and bringing the position to 2,171 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #203.

Gries Financial first reported a position in IWN in Q3 2021 and has held it in 17 quarters since. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Gries Financial held 2,171 shares of iShares Russell 2000 Value ETF worth $384K as of Q3 2025.
  • Gries Financial bought 5 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $844.
  • iShares Russell 2000 Value ETF made up 0.06% of Gries Financial's portfolio in Q3 2025, its #203 holding.
  • Gries Financial first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 17 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

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