Annis Gardner Whiting Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Hold
2025 Q2	$397K	Hold
2025 Q1	$388K	Hold
2024 Q4	$388K	Hold
2024 Q3	$401K	Hold
2024 Q2	$370K	Sell
2024 Q1	$532K	Buy
2023 Q4	$113K	Hold
2023 Q3	$100K	Buy