GFWA
Grey Fox Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
5,866
-541
| -8% | -$85.3K | 0.22% | 63 |
|
|
2025
Q1 | $967K | Sell |
6,407
-110
| -2% | -$16.6K | 0.26% | 56 |
|
|
2024
Q4 | $1.07M | Buy |
6,517
+19
| +0.3% | +$3.12K | 0.29% | 53 |
|
|
2024
Q3 | $1.08M | Sell |
6,498
-18
| -0.3% | -$3K | 0.3% | 50 |
|
|
2024
Q2 | $992K | Sell |
6,516
-68
| -1% | -$10.4K | 0.35% | 43 |
|
|
2024
Q1 | $1.05M | Buy |
6,584
+12
| +0.2% | +$1.91K | 0.39% | 40 |
|
|
2023
Q4 | $1.02M | Sell |
6,572
-755
| -10% | -$117K | 0.44% | 40 |
|
|
2023
Q3 | $1M | Buy |
7,327
+238
| +3% | +$32.5K | 0.5% | 41 |
|
|
2023
Q2 | $998K | Sell |
7,089
-99
| -1% | -$13.9K | 0.51% | 39 |
|
|
2023
Q1 | $985K | Sell |
7,188
-101
| -1% | -$13.8K | 0.58% | 35 |
|
|
2022
Q4 | $1.01M | Buy |
+7,289
| New | +$1.01M | 0.67% | 33 |
|