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Gries Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gries Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$614K Hold
1,918
– – 0.1% 164
2025
Q2 		$548K Buy
1,918
+1
+0.1% +$263 0.1% 161
2025
Q1 		$490K Buy
1,917
+1
+0.1% +$282 0.1% 167
2024
Q4 		$551K Buy
1,916
+2
+0.1% +$592 0.1% 159
2024
Q3 		$543K Buy
1,914
+2
+0.1% +$548 0.1% 158
2024
Q2 		$502K Buy
1,912
+1
+0.1% +$260 0.1% 147
2024
Q1 		$518K Sell
1,911
-50
-3% -$12.8K 0.09% 168
2023
Q4 		$494K Sell
1,961
-125
-6% -$28.2K 0.11% 131
2023
Q3 		$468K Buy
2,086
+58
+3% +$13.9K 0.13% 124
2023
Q2 		$492K Buy
2,028
+36
+2% +$8.25K 0.14% 114
2023
Q1 		$452K Buy
1,992
+2
+0.1% +$457 0.13% 119
2022
Q4 		$427K Sell
1,990
-40
-2% -$8.76K 0.14% 111
2022
Q3 		$419K Sell
2,030
-43
-2% -$9.68K 0.18% 104
2022
Q2 		$428K Buy
2,073
+87
+4% +$19.4K 0.2% 90
2022
Q1 		$508K Buy
1,986
+1
+0.1% +$256 0.19% 104
2021
Q4 		$582K Buy
1,985
+97
+5% +$29.2K 0.24% 102
2021
Q3 		$554K Buy
+1,888
New +$567K 0.17% 106

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gries Financial's IWO Position: Q3 2025 in Review

Gries Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2025 at 1,918 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #164.

Gries Financial first reported a position in IWO in Q3 2021 and has held it in 17 quarters since. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Gries Financial held 1,918 shares of iShares Russell 2000 Growth ETF worth $614K as of Q3 2025.
  • Gries Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 Growth ETF made up 0.1% of Gries Financial's portfolio in Q3 2025, its #164 holding.
  • Gries Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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