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
2026 Q1	–	Sell	-1,679	Closed	-$207K	–	142
2025 Q4	$207K	Sell	1,679 -442	-21%	-$54.1K	0.04%	129
2025 Q3	$256K	Sell	2,121 -232	-10%	-$26.7K	0.05%	123
2025 Q2	$259K	Sell	2,353 -28	-1%	-$2.77K	0.06%	112
2025 Q1	$221K	Sell	2,381 -2	-0.1%	-$202	0.06%	116
2024 Q4	$242K	Sell	2,383 -4	-0.2%	-$399	0.07%	114
2024 Q3	$229K	Sell	2,387 -63	-3%	-$5.82K	0.06%	112
2024 Q2	$227K	Sell	2,450 -650	-21%	-$56K	0.08%	116
2024 Q1	$262K	Sell	3,100 -90	-3%	-$7.23K	0.1%	111
2023 Q4	$240K	Buy	+3,190	New	+$227K	0.1%	98
2023 Q2	–	Sell	-2,024	Closed	-$129K	–	308
2023 Q1	$129K	Buy	2,024 +307	+18%	+$18.8K	0.08%	116
2022 Q4	$100K	Buy	+1,717	New	+$103K	0.07%	133