Annis Gardner Whiting Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Buy
2025 Q1	$113K	Hold
2024 Q4	$111K	Hold
2024 Q3	$114K	Hold
2024 Q2	$104K	Sell
2024 Q1	$122K	Buy
2023 Q4	$105K	Hold
2023 Q3	$97.5K	Buy