Annis Gardner Whiting Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,306
+708
| +118% | +$138K | 0.09% | 193 |
|
|
2025
Q1 | $113K | Hold |
598
| – | – | 0.05% | 256 |
|
|
2024
Q4 | $111K | Hold |
598
| – | – | 0.03% | 267 |
|
|
2024
Q3 | $114K | Hold |
598
| – | – | 0.03% | 277 |
|
|
2024
Q2 | $104K | Sell |
598
-84
| -12% | -$14.7K | 0.03% | 300 |
|
|
2024
Q1 | $122K | Buy |
682
+44
| +7% | +$7.88K | 0.04% | 255 |
|
|
2023
Q4 | $105K | Hold |
638
| – | – | 0.05% | 212 |
|
|
2023
Q3 | $97.5K | Buy |
+638
| New | +$97.5K | 0.05% | 212 |
|