GFWA
Grey Fox Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
8,136
+573
| +8% | +$86.2K | 0.29% | 54 |
|
|
2025
Q1 | $961K | Sell |
7,563
-10
| -0.1% | -$1.27K | 0.26% | 57 |
|
|
2024
Q4 | $1.06M | Sell |
7,573
-48
| -0.6% | -$6.69K | 0.29% | 54 |
|
|
2024
Q3 | $1.01M | Sell |
7,621
-1,280
| -14% | -$169K | 0.28% | 53 |
|
|
2024
Q2 | $1.13M | Sell |
8,901
-5
| -0.1% | -$637 | 0.4% | 40 |
|
|
2024
Q1 | $1.04M | Sell |
8,906
-211
| -2% | -$24.7K | 0.39% | 41 |
|
|
2023
Q4 | $949K | Sell |
9,117
-1,116
| -11% | -$116K | 0.41% | 44 |
|
|
2023
Q3 | $974K | Buy |
10,233
+916
| +10% | +$87.2K | 0.49% | 42 |
|
|
2023
Q2 | $910K | Sell |
9,317
-126
| -1% | -$12.3K | 0.47% | 44 |
|
|
2023
Q1 | $838K | Sell |
9,443
-1,387
| -13% | -$123K | 0.5% | 39 |
|
|
2022
Q4 | $883K | Buy |
+10,830
| New | +$883K | 0.58% | 36 |
|