Grey Fox Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
|
|||||
|
2025
Q2 | $259K | Sell |
|
|||||
|
2025
Q1 | $221K | Sell |
|
|||||
|
2024
Q4 | $242K | Sell |
|
|||||
|
2024
Q3 | $229K | Sell |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $240K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $129K | Buy |
|
|||||
|
2022
Q4 | $100K | Buy |
|