ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,020 Value ($000) $1,179 Avg Close Range
Q3 2025
Shares 7,641 Value ($000) $1,257 Avg Close Range
Q2 2025
Shares 8,136 Value ($000) $1,224 Avg Close Range
Q1 2025
Shares 7,563 Value ($000) $961 Avg Close Range
Q4 2024
Shares 7,573 Value ($000) $1,055 Avg Close Range
Q3 2024
Shares 7,621 Value ($000) $1,005 Avg Close Range
Q2 2024
Shares 8,901 Value ($000) $1,135 Avg Close Range
Q1 2024
Shares 8,906 Value ($000) $1,044 Avg Close Range
Q4 2023
Shares 9,117 Value ($000) $949 Avg Close Range
Q3 2023
Shares 10,233 Value ($000) $974 Avg Close Range
Q2 2023
Shares 9,317 Value ($000) $910 Avg Close Range
Q1 2023
Shares 9,443 Value ($000) $838 Avg Close Range
Q4 2022
Shares 10,830 Value ($000) $883 Avg Close Range