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

Gries Financial’s Portfolio IWR Stock Details IWR Fund Activity

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

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gries Financial's IWR Position: Q3 2025 in Review

Gries Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.4% in Q3 2025, selling an estimated $81.3K and leaving 15,141 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #100.

Gries Financial first reported a position in IWR in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.81M in Q1 2025. 1,429 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Gries Financial held 15,141 shares of iShares Russell Mid-Cap ETF worth $1.46M as of Q3 2025.
Gries Financial sold 858 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $81.3K.
iShares Russell Mid-Cap ETF made up 0.23% of Gries Financial's portfolio in Q3 2025, its #100 holding.
Gries Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
Gries Financial's iShares Russell Mid-Cap ETF position peaked at $1.81M in Q1 2025.
1,429 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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