Gries Financial »

iShares Russell 2000 Value Index shares owned by Gries Financial

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Gries Financial from 13F filings

Historical chart of Gries Financial investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Gries Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Gries Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $376k 2.8k 135.55
2023-06-30 $327k 2.3k 140.77
2023-03-31 $290k 2.1k 137.02
2022-12-31 $293k 2.1k 138.73
2022-09-30 $270k 2.1k 128.88
2022-06-30 $285k 2.1k 136.04
2022-03-31 $337k 2.1k 161.32
2021-12-31 $346k 2.1k 165.95
2021-09-30 $285k 1.8k 160.47

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Cintas Corporation (CTAS)
Blackstone Secd Lending Common Stock (BXSL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Gries Financial

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index