Ownership history in GRIES FINANCIAL LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which GRIES FINANCIAL LLC reported a position in iShares TR S&P 500 Index COM (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π GRIES FINANCIAL LLC outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 50% (9/18 decisions correct). Average cost basis: $388.95. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
18 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $341.43 (2022 Q3) Β· Worst: $665.17 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π GRIES FINANCIAL LLC has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 12.28% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size