GFWA
Grey Fox Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,275
| Closed | -$721K | – | 127 |
|
|
2023
Q4 | $721K | Sell |
9,275
-568
| -6% | -$44.2K | 0.31% | 51 |
|
|
2023
Q3 | $685K | Sell |
9,843
-5,030
| -34% | -$350K | 0.34% | 53 |
|
|
2023
Q2 | $1.09M | Sell |
14,873
-500
| -3% | -$36.5K | 0.56% | 36 |
|
|
2023
Q1 | $1.07M | Sell |
15,373
-972
| -6% | -$68K | 0.63% | 34 |
|
|
2022
Q4 | $1.1M | Buy |
+16,345
| New | +$1.1M | 0.73% | 31 |
|