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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$697K	Hold
2025 Q2	$635K	Hold
2025 Q1	$536K	Hold
2024 Q4	$586K	Hold
2024 Q3	$553K	Hold
2024 Q2	$534K	Sell
2024 Q1	$494K	Buy
2023 Q4	$315K	Hold
2023 Q3	$288K	Buy