Grey Fox Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 6,517 shares of IWN stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

6,517

Previous 6,498 0.29%

Holding current value

$1.05 Million

Previous $1.08 Billion 1.31%

% of portfolio

0.29%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$162.69 - $181.35 $3,091 - $3,445	19 Added 0.29%	6,517 $1.07 Billion
Q3 2024 Oct 22, 2024	SELL	$150.05 - $171.34 $2,700 - $3,084	-18 Reduced 0.28%	6,498 $1.08 Billion
Q2 2024 Jul 30, 2024	SELL	$146.03 - $158.93 $9,930 - $10,807	-68 Reduced 1.03%	6,516 $992 Million
Q1 2024 Apr 11, 2024	BUY	$145.61 - $158.81 $1,747 - $1,905	12 Added 0.18%	6,584 $1.05 Billion
Q4 2023 Jan 17, 2024	SELL	$125.51 - $158.2 $94,760 - $119,440	-755 Reduced 10.3%	6,572 $1.02 Billion
Q3 2023 Oct 24, 2023	BUY	$133.8 - $151.24 $31,844 - $35,995	238 Added 3.36%	7,327 $1 Billion
Q2 2023 Aug 03, 2023	SELL	$128.93 - $142.33 $12,764 - $14,090	-99 Reduced 1.38%	7,089 $998 Million
Q1 2023 May 09, 2023	SELL	$130.78 - $156.96 $13,208 - $15,852	-101 Reduced 1.39%	7,188 $985 Million
Q4 2022 Feb 14, 2023	BUY	$131.32 - $149.64 $957,191 - $1.09 Million	7,289 New	7,289 $1.01 Billion

Others Institutions Holding IWN

# of Institutions

1,147

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History