GFWA
Grey Fox Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,353
-28
| -1% | -$3.08K | 0.06% | 112 |
|
|
2025
Q1 | $221K | Sell |
2,381
-2
| -0.1% | -$186 | 0.06% | 116 |
|
|
2024
Q4 | $242K | Sell |
2,383
-4
| -0.2% | -$406 | 0.07% | 114 |
|
|
2024
Q3 | $229K | Sell |
2,387
-63
| -3% | -$6.03K | 0.06% | 112 |
|
|
2024
Q2 | $227K | Sell |
2,450
-650
| -21% | -$60.1K | 0.08% | 116 |
|
|
2024
Q1 | $262K | Sell |
3,100
-90
| -3% | -$7.6K | 0.1% | 111 |
|
|
2023
Q4 | $240K | Buy |
+3,190
| New | +$240K | 0.1% | 98 |
|
|
2023
Q2 | – | Sell |
-2,024
| Closed | -$129K | – | 308 |
|
|
2023
Q1 | $129K | Buy |
2,024
+307
| +18% | +$19.6K | 0.08% | 116 |
|
|
2022
Q4 | $100K | Buy |
+1,717
| New | +$100K | 0.07% | 133 |
|