GRIES FINANCIAL LLC IWF — iShares Russell 10 Common Stock

Ownership history in GRIES FINANCIAL LLC  ·  30 quarters on record

AI Ownership Summary

GRIES FINANCIAL LLC reported iShares Russell 10 Common Stock (IWF) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.46% in 2024 Q2. The latest visible filing shows IWF at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIES FINANCIAL LLC's position in iShares Russell 10 Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IWF was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page GRIES FINANCIAL LLC fund profile GRIES FINANCIAL LLC full holdings
How GRIES FINANCIAL LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 5,827 -18 -0.3% 0.43% $2.7M 2025-11-14 (Est.) $117.51
2025 Q2 REDUCED — — — 5,845 -50 -0.8% 0.45% $2.5M 2025-07-14 $106.93
2025 Q1 REDUCED — — — 5,895 -33 -0.6% 0.41% $2.1M 2025-05-05 $93.33
2024 Q4 REDUCED — — — 5,928 -159 -2.6% 0.42% $2.4M 2025-01-23 $103.81
2024 Q3 ADDED — — — 6,087 +9 +0.1% 0.43% $2.3M 2024-10-18 $95.14
2024 Q2 REDUCED — — — 6,078 -87 -1.4% 0.46% $2.2M 2024-08-02 $85.40
2024 Q1 REDUCED — — — 6,165 -26 -0.4% 0.35% $2.1M 2024-05-15 $85.28
2023 Q4 REDUCED — — — 6,191 -36 -0.6% 0.41% $1.9M 2024-02-13 $80.02
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q1 — sorted by position size

Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 22.72% LWM ADVISORS INC 19.14% Bluesphere Advisors LLC 3Y 18.64% NESTEGG ADVISORS, INC. 17.43% 71 West Capital Partners 16.5% Cedar Mountain Advisors, LLC 3Y 16.07% Sheridan Capital Management, LLC 16.02% Cooksen Wealth, LLC 15.79% Walsh & Associates, LLC 14.81%

FAQ About GRIES FINANCIAL LLC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRIES FINANCIAL LLC reported owning IWF?

GRIES FINANCIAL LLC reported IWF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IWF position in GRIES FINANCIAL LLC's portfolio?

The largest reported portfolio weight for IWF was 0.46% in 2024 Q2.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q3, when GRIES FINANCIAL LLC reported 5,827 shares, equal to 0.43% of portfolio, with an estimated market value of $2.7M.

What does the chart on this IWF ownership page compare?

The chart compares GRIES FINANCIAL LLC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GRIES FINANCIAL LLC time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, GRIES FINANCIAL LLC correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on IWF relative to SPY over the holding period was +1.1%.

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