Grey Fox Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $620K | Sell |
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|
2025
Q2 | $585K | Sell |
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2025
Q1 | $543K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $288K | Buy |
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