Annis Gardner Whiting Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
915
-138
| -13% | -$15.1K | 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% | -$55.7K | 0.03% | 264 |
|
|
2024
Q2 | $163K | Hold |
1,529
| – | – | 0.05% | 232 |
|
|
2024
Q1 | $169K | Buy |
1,529
+480
| +46% | +$53.1K | 0.06% | 209 |
|
|
2023
Q4 | $114K | Hold |
1,049
| – | – | 0.05% | 202 |
|
|
2023
Q3 | $99.2K | Buy |
+1,049
| New | +$99.2K | 0.05% | 209 |
|