Annis Gardner Whiting Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
227
+51
| +29% | +$31.7K | 0.05% | 256 |
|
|
2025
Q1 | $99.1K | Hold |
176
| – | – | 0.04% | 274 |
|
|
2024
Q4 | $104K | Buy |
176
+5
| +3% | +$2.95K | 0.03% | 274 |
|
|
2024
Q3 | $98.9K | Hold |
171
| – | – | 0.03% | 289 |
|
|
2024
Q2 | $93.8K | Buy |
171
+27
| +19% | +$14.8K | 0.03% | 319 |
|
|
2024
Q1 | $75.9K | Hold |
144
| – | – | 0.03% | 326 |
|
|
2023
Q4 | $69K | Hold |
144
| – | – | 0.03% | 267 |
|
|
2023
Q3 | $62.1K | Buy |
+144
| New | +$62.1K | 0.03% | 266 |
|