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

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