GFWA
Grey Fox Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
9,702
-817
| -8% | -$234K | 0.66% | 27 |
|
|
2025
Q1 | $2.69M | Sell |
10,519
-73
| -0.7% | -$18.7K | 0.72% | 26 |
|
|
2024
Q4 | $3.05M | Sell |
10,592
-150
| -1% | -$43.2K | 0.84% | 23 |
|
|
2024
Q3 | $3.05M | Sell |
10,742
-339
| -3% | -$96.3K | 0.85% | 22 |
|
|
2024
Q2 | $2.91M | Sell |
11,081
-28
| -0.3% | -$7.35K | 1.02% | 19 |
|
|
2024
Q1 | $3.01M | Buy |
11,109
+534
| +5% | +$145K | 1.13% | 18 |
|
|
2023
Q4 | $2.67M | Sell |
10,575
-210
| -2% | -$53K | 1.16% | 18 |
|
|
2023
Q3 | $2.42M | Sell |
10,785
-12,034
| -53% | -$2.7M | 1.21% | 19 |
|
|
2023
Q2 | $5.54M | Buy |
22,819
+4,476
| +24% | +$1.09M | 2.85% | 9 |
|
|
2023
Q1 | $4.16M | Buy |
18,343
+1,750
| +11% | +$397K | 2.46% | 10 |
|
|
2022
Q4 | $3.56M | Buy |
+16,593
| New | +$3.56M | 2.35% | 11 |
|