GFWA
Grey Fox Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
11,040
+2,149
| +24% | +$203K | 0.25% | 59 |
|
|
2025
Q1 | $821K | Sell |
8,891
-627
| -7% | -$57.9K | 0.22% | 66 |
|
|
2024
Q4 | $881K | Sell |
9,518
-664
| -7% | -$61.5K | 0.24% | 63 |
|
|
2024
Q3 | $972K | Buy |
10,182
+7,528
| +284% | +$719K | 0.27% | 58 |
|
|
2024
Q2 | $234K | Buy |
2,654
+12
| +0.5% | +$1.06K | 0.08% | 115 |
|
|
2024
Q1 | $239K | Sell |
2,642
-243
| -8% | -$22K | 0.09% | 114 |
|
|
2023
Q4 | $243K | Sell |
2,885
-135,094
| -98% | -$11.4M | 0.11% | 96 |
|
|
2023
Q3 | $10.4M | Buy |
137,979
+134,985
| +4,509% | +$10.1M | 5.19% | 6 |
|
|
2023
Q2 | $234K | Buy |
2,994
+11
| +0.4% | +$861 | 0.12% | 93 |
|
|
2023
Q1 | $220K | Buy |
2,983
+14
| +0.5% | +$1.03K | 0.13% | 88 |
|
|
2022
Q4 | $210K | Buy |
+2,969
| New | +$210K | 0.14% | 87 |
|