Annis Gardner Whiting Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
64
| – | – | 0.01% | 583 |
|
|
2025
Q1 | $16.4K | Hold |
64
| – | – | 0.01% | 485 |
|
|
2024
Q4 | $18.4K | Hold |
64
| – | – | 0.01% | 451 |
|
|
2024
Q3 | $18.2K | Hold |
64
| – | – | 0.01% | 474 |
|
|
2024
Q2 | $16.8K | Hold |
64
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $17.3K | Hold |
64
| – | – | 0.01% | 583 |
|
|
2023
Q4 | $16.1K | Hold |
64
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $14.4K | Buy |
+64
| New | +$14.4K | 0.01% | 429 |
|