Annis Gardner Whiting Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Hold |
8,473
| – | – | 0.63% | 28 |
|
|
2025
Q1 | $1.69M | Sell |
8,473
-41,494
| -83% | -$8.28M | 0.71% | 25 |
|
|
2024
Q4 | $11M | Sell |
49,967
-259
| -0.5% | -$57.2K | 3.09% | 4 |
|
|
2024
Q3 | $11.1M | Buy |
50,226
+1,897
| +4% | +$419K | 3.12% | 4 |
|
|
2024
Q2 | $9.81M | Buy |
48,329
+12,037
| +33% | +$2.44M | 2.79% | 5 |
|
|
2024
Q1 | $7.63M | Buy |
36,292
+2,093
| +6% | +$440K | 2.73% | 7 |
|
|
2023
Q4 | $6.86M | Buy |
34,199
+3,736
| +12% | +$750K | 3.03% | 5 |
|
|
2023
Q3 | $5.38M | Buy |
+30,463
| New | +$5.38M | 2.87% | 4 |
|