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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.46M	Sell	15,141 -858	-5%	-$81.3K	0.23%	100
2025 Q2	$1.47M	Sell	15,999 -5,239	-25%	-$453K	0.27%	94
2025 Q1	$1.81M	Buy	21,238 +4,771	+29%	+$426K	0.35%	65
2024 Q4	$1.46M	Buy	16,467 +2,135	+15%	+$194K	0.26%	95
2024 Q3	$1.26M	Buy	14,332 +4,913	+52%	+$414K	0.24%	101
2024 Q2	$764K	Sell	9,419 -10,982	-54%	-$894K	0.16%	121
2024 Q1	$1.72M	Buy	20,401 +14,036	+221%	+$1.11M	0.29%	96
2023 Q4	$495K	Buy	6,365 +2,349	+58%	+$167K	0.11%	130
2023 Q3	$278K	Buy	+4,016	New	+$293K	0.07%	161
2022 Q1	–	Sell	-4,105	Closed	-$341K	–	154
2021 Q4	$341K	Hold	4,105	–	–	0.14%	125
2021 Q3	$321K	Sell	4,105 -1,940	-32%	-$155K	0.1%	129
2021 Q2	$482K	Hold	6,045	–	–	0.15%	105
2021 Q1	$458K	Buy	+6,045	New	+$437K	0.15%	111