GF
Gries Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
15,999
-5,239
| -25% | -$482K | 0.27% | 94 |
|
|
2025
Q1 | $1.81M | Buy |
21,238
+4,771
| +29% | +$406K | 0.35% | 65 |
|
|
2024
Q4 | $1.46M | Buy |
16,467
+2,135
| +15% | +$189K | 0.26% | 95 |
|
|
2024
Q3 | $1.26M | Buy |
14,332
+4,913
| +52% | +$433K | 0.24% | 101 |
|
|
2024
Q2 | $764K | Sell |
9,419
-10,982
| -54% | -$890K | 0.16% | 121 |
|
|
2024
Q1 | $1.72M | Buy |
20,401
+14,036
| +221% | +$1.18M | 0.29% | 96 |
|
|
2023
Q4 | $495K | Buy |
6,365
+2,349
| +58% | +$183K | 0.11% | 130 |
|
|
2023
Q3 | $278K | Buy |
+4,016
| New | +$278K | 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% | -$152K | 0.1% | 129 |
|
|
2021
Q2 | $482K | Hold |
6,045
| – | – | 0.15% | 105 |
|
|
2021
Q1 | $458K | Buy |
+6,045
| New | +$458K | 0.15% | 111 |
|