Annis Gardner Whiting Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$184K Hold
2025
Q1
$173K Hold
2024
Q4
$185K Hold
2024
Q3
$185K Hold
2024
Q2
$174K Sell
2024
Q1
$195K Buy
2023
Q4
$94K Buy
2023
Q3
$84.7K Buy