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
2026
Q1
$229K Buy
3,384
+866
+34% +$60.1K 0.04% 291
2025
Q4
$166K Hold
2,518
0.03% 313
2025
Q3
$164K Sell
2,518
-455
-15% -$29.2K 0.03% 291
2025
Q2
$184K Hold
2,973
0.06% 216
2025
Q1
$173K Hold
2,973
0.07% 200
2024
Q4
$185K Hold
2,973
0.05% 208
2024
Q3
$185K Hold
2,973
0.05% 214
2024
Q2
$174K Sell
2,973
-235
-7% -$13.8K 0.05% 225
2024
Q1
$195K Buy
3,208
+1,513
+89% +$85.7K 0.07% 185
2023
Q4
$94K Buy
1,695
+5
+0.3% +$254 0.04% 228
2023
Q3
$84.7K Buy
+1,690
New +$88.6K 0.05% 229

Other funds holding IJH

Annis Gardner Whiting Capital Advisors's IJH Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 34% in Q1 2026, buying an estimated $60.1K and bringing the position to 3,384 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #291.

Annis Gardner Whiting Capital Advisors first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 3,384 shares of iShares Core S&P Mid-Cap ETF worth $229K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 866 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $60.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #291 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.