Annis Gardner Whiting Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Sell |
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|
2025
Q4 | $383K | Buy |
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|
2025
Q3 | $266K | Hold |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $104K | Sell |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $97.5K | Buy |
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