GFWA
Grey Fox Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
942
-24
| -2% | -$14.9K | 0.14% | 76 |
|
|
2025
Q1 | $543K | Sell |
966
-16
| -2% | -$8.99K | 0.14% | 78 |
|
|
2024
Q4 | $578K | Sell |
982
-44
| -4% | -$25.9K | 0.16% | 79 |
|
|
2024
Q3 | $592K | Sell |
1,026
-49
| -5% | -$28.3K | 0.17% | 76 |
|
|
2024
Q2 | $588K | Buy |
1,075
+99
| +10% | +$54.2K | 0.21% | 66 |
|
|
2024
Q1 | $513K | Sell |
976
-74
| -7% | -$38.9K | 0.19% | 70 |
|
|
2023
Q4 | $501K | Sell |
1,050
-9
| -0.8% | -$4.3K | 0.22% | 65 |
|
|
2023
Q3 | $457K | Buy |
1,059
+86
| +9% | +$37.1K | 0.23% | 66 |
|
|
2023
Q2 | $434K | Sell |
973
-40
| -4% | -$17.8K | 0.22% | 69 |
|
|
2023
Q1 | $416K | Buy |
1,013
+263
| +35% | +$108K | 0.25% | 61 |
|
|
2022
Q4 | $288K | Buy |
+750
| New | +$288K | 0.19% | 71 |
|