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
2025 Q3	$89.1K	Sell
2025 Q2	$100K	Sell
2025 Q1	$110K	Hold
2024 Q4	$121K	Hold
2024 Q3	$123K	Sell
2024 Q2	$163K	Hold
2024 Q1	$169K	Buy
2023 Q4	$114K	Hold
2023 Q3	$99.2K	Buy