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Grey Fox Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Grey Fox Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-702
Closed -$107K – 307
2023
Q1 		$107K Sell
702
-141
-17% -$21.4K 0.06% 138
2022
Q4 		$122K Buy
+843
New +$122K 0.08% 117