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 Q2	–	Sell	-1,237	Closed	-$154K	–	780
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,237 shares — an estimated $154K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IJR in Q3 2023 and held it in 11 quarters. The position peaked at $169K in Q1 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,237 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $154K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $169K in Q1 2024.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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