GFWA
Grey Fox Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,282
+5
| +0.2% | +$711 | 0.08% | 103 |
|
|
2025
Q1 | $296K | Buy |
2,277
+5
| +0.2% | +$651 | 0.08% | 106 |
|
|
2024
Q4 | $303K | Buy |
2,272
+6
| +0.3% | +$801 | 0.08% | 107 |
|
|
2024
Q3 | $303K | Buy |
2,266
+5
| +0.2% | +$668 | 0.08% | 102 |
|
|
2024
Q2 | $270K | Buy |
2,261
+5
| +0.2% | +$597 | 0.1% | 110 |
|
|
2024
Q1 | $284K | Buy |
2,256
+4
| +0.2% | +$503 | 0.11% | 104 |
|
|
2023
Q4 | $257K | Buy |
2,252
+14
| +0.6% | +$1.6K | 0.11% | 91 |
|
|
2023
Q3 | $226K | Hold |
2,238
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $237K | Buy |
2,238
+6
| +0.3% | +$636 | 0.12% | 91 |
|
|
2023
Q1 | $224K | Buy |
2,232
+6
| +0.3% | +$601 | 0.13% | 87 |
|
|
2022
Q4 | $215K | Buy |
+2,226
| New | +$215K | 0.14% | 85 |
|