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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$154K	Buy	1,237 +487	+65%	+$61.9K	0.02%	356
2025 Q4	$90.1K	Hold	750	–	–	0.02%	426
2025 Q3	$89.1K	Sell	750 -165	-18%	-$19K	0.02%	413
2025 Q2	$100K	Sell	915 -138	-13%	-$14.3K	0.03%	300
2025 Q1	$110K	Hold	1,053	–	–	0.05%	261
2024 Q4	$121K	Hold	1,053	–	–	0.03%	254
2024 Q3	$123K	Sell	1,053 -476	-31%	-$53.8K	0.03%	264
2024 Q2	$163K	Hold	1,529	–	–	0.05%	232
2024 Q1	$169K	Buy	1,529 +480	+46%	+$51K	0.06%	209
2023 Q4	$114K	Hold	1,049	–	–	0.05%	202
2023 Q3	$99.2K	Buy	+1,049	New	+$105K	0.05%	209

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return