GFWA
Grey Fox Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Buy |
63,927
+6,970
| +12% | +$432K | 0.95% | 22 |
|
|
2025
Q1 | $3.32M | Buy |
56,957
+3,915
| +7% | +$228K | 0.89% | 22 |
|
|
2024
Q4 | $3.31M | Buy |
53,042
+148
| +0.3% | +$9.22K | 0.91% | 20 |
|
|
2024
Q3 | $3.3M | Buy |
52,894
+2,797
| +6% | +$174K | 0.92% | 19 |
|
|
2024
Q2 | $2.93M | Buy |
50,097
+53
| +0.1% | +$3.1K | 1.03% | 18 |
|
|
2024
Q1 | $3.04M | Buy |
50,044
+39,985
| +398% | +$2.43M | 1.14% | 17 |
|
|
2023
Q4 | $2.79M | Sell |
10,059
-606
| -6% | -$168K | 1.21% | 17 |
|
|
2023
Q3 | $2.67M | Sell |
10,665
-2,224
| -17% | -$557K | 1.34% | 17 |
|
|
2023
Q2 | $3.37M | Sell |
12,889
-146
| -1% | -$38.2K | 1.73% | 14 |
|
|
2023
Q1 | $3.26M | Buy |
13,035
+819
| +7% | +$205K | 1.93% | 13 |
|
|
2022
Q4 | $2.95M | Buy |
+12,216
| New | +$2.95M | 1.95% | 13 |
|