Annis Gardner Whiting Capital Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Hold	2,688	–	–	0.05%	270
2026 Q1	$270K	Buy	2,688 +2,400	+833%	+$247K	0.04%	269
2025 Q4	$27.9K	Hold	288	–	–	0.01%	607
2025 Q3	$27.6K	Hold	288	–	–	0.01%	561
2025 Q2	$26.2K	Hold	288	–	–	0.01%	517
2025 Q1	$24K	Hold	288	–	–	0.01%	429
2024 Q4	$26.2K	Hold	288	–	–	0.01%	408
2024 Q3	$26.5K	Hold	288	–	–	0.01%	431
2024 Q2	$25.4K	Hold	288	–	–	0.01%	517
2024 Q1	$26.3K	Hold	288	–	–	0.01%	491
2023 Q4	$22.8K	Hold	288	–	–	0.01%	381
2023 Q3	$20.9K	Buy	+288	New	+$21.7K	0.01%	380

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IJK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,688 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #270.

Annis Gardner Whiting Capital Advisors first reported a position in IJK in Q3 2023 and has held it in 12 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 2,688 shares of iShares S&P Mid-Cap 400 Growth ETF worth $316K as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #270 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.