Annis Gardner Whiting Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Hold	54,807	–	–	2.18%	8
2025 Q4	$13.5M	Hold	54,807	–	–	2.56%	5
2025 Q3	$13.3M	Buy	54,807 +46,334	+547%	+$10.6M	2.73%	4
2025 Q2	$1.83M	Hold	8,473	–	–	0.63%	28
2025 Q1	$1.69M	Sell	8,473 -41,494	-83%	-$9M	0.71%	25
2024 Q4	$11M	Sell	49,967 -259	-0.5%	-$59.1K	3.09%	4
2024 Q3	$11.1M	Buy	50,226 +1,897	+4%	+$406K	3.12%	4
2024 Q2	$9.81M	Buy	48,329 +12,037	+33%	+$2.43M	2.79%	5
2024 Q1	$7.63M	Buy	36,292 +2,093	+6%	+$418K	2.73%	7
2023 Q4	$6.86M	Buy	34,199 +3,736	+12%	+$669K	3.03%	5
2023 Q3	$5.38M	Buy	+30,463	New	+$5.72M	2.87%	4

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IWM Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 54,807 shares worth $13.6M. The position accounts for 2.18% of the portfolio, ranked #8.

Annis Gardner Whiting Capital Advisors first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 54,807 shares of iShares Russell 2000 ETF worth $13.6M as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 2.18% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #8 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.