GFWA
Grey Fox Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
9,918
+2,764
| +39% | +$262K | 0.22% | 62 |
|
|
2025
Q1 | $685K | Buy |
7,154
+799
| +13% | +$76.5K | 0.18% | 73 |
|
|
2024
Q4 | $591K | Sell |
6,355
-205
| -3% | -$19.1K | 0.16% | 78 |
|
|
2024
Q3 | $668K | Sell |
6,560
-29
| -0.4% | -$2.95K | 0.19% | 74 |
|
|
2024
Q2 | $578K | Buy |
6,589
+830
| +14% | +$72.8K | 0.2% | 67 |
|
|
2024
Q1 | $518K | Sell |
5,759
-184
| -3% | -$16.5K | 0.19% | 68 |
|
|
2023
Q4 | $543K | Buy |
5,943
+1,400
| +31% | +$128K | 0.24% | 59 |
|
|
2023
Q3 | $359K | Buy |
+4,543
| New | +$359K | 0.18% | 78 |
|
|
2023
Q2 | – | Sell |
-73
| Closed | -$6.22K | – | 316 |
|
|
2023
Q1 | $6.22K | Sell |
73
-170
| -70% | -$14.5K | ﹤0.01% | 338 |
|
|
2022
Q4 | $20.5K | Buy |
+243
| New | +$20.5K | 0.01% | 232 |
|