Annis Gardner Whiting Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$285	–	847
2024 Q2	$285	Hold	3	–	–	﹤0.01%	930
2024 Q1	$291	Hold	3	–	–	﹤0.01%	925
2023 Q4	$270	Buy	+3	New	+$270	﹤0.01%	694