Gries Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gries Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$684K	Hold	4,800	–	–	0.11%	158
2025 Q2	$666K	Sell	4,800 -100	-2%	-$12.7K	0.12%	146
2025 Q1	$576K	Hold	4,900	–	–	0.11%	152
2024 Q4	$621K	Hold	4,900	–	–	0.11%	152
2024 Q3	$575K	Buy	+4,900	New	+$548K	0.11%	157
2024 Q2	–	Sell	-4,900	Closed	-$559K	–	265
2024 Q1	$559K	Buy	+4,900	New	+$530K	0.09%	162

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Gries Financial's IWP Position: Q3 2025 in Review

Gries Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2025 at 4,800 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #158.

Gries Financial first reported a position in IWP in Q1 2024 and has held it in 6 quarters since. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Gries Financial held 4,800 shares of iShares Russell Mid-Cap Growth ETF worth $684K as of Q3 2025.
Gries Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Gries Financial's portfolio in Q3 2025, its #158 holding.
Gries Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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