Annis Gardner Whiting Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
5,771
| – | – | 0.22% | 96 |
|
|
2025
Q1 | $536K | Hold |
5,771
| – | – | 0.23% | 91 |
|
|
2024
Q4 | $586K | Hold |
5,771
| – | – | 0.16% | 114 |
|
|
2024
Q3 | $553K | Hold |
5,771
| – | – | 0.16% | 116 |
|
|
2024
Q2 | $534K | Sell |
5,771
-79
| -1% | -$7.31K | 0.15% | 121 |
|
|
2024
Q1 | $494K | Buy |
5,850
+1,650
| +39% | +$139K | 0.18% | 104 |
|
|
2023
Q4 | $315K | Hold |
4,200
| – | – | 0.14% | 118 |
|
|
2023
Q3 | $288K | Buy |
+4,200
| New | +$288K | 0.15% | 110 |
|