Gries Financial’s iShares S&P 100 ETF OEF Stock Holding History

Gries Financial’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell
2025 Q2	$221K	Sell
2025 Q1	$1.11M	Sell
2024 Q4	$3.26M	Sell
2024 Q3	$3.24M	Buy
2024 Q2	$1.95M	Sell
2024 Q1	$4.48M	Buy
2023 Q4	$319K	Buy