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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-64	Closed	-$20.1K	–	805
2026 Q1	$20.1K	Hold	64	–	–	﹤0.01%	730
2025 Q4	$20.7K	Hold	64	–	–	﹤0.01%	652
2025 Q3	$20.5K	Hold	64	–	–	﹤0.01%	607
2025 Q2	$18.3K	Hold	64	–	–	0.01%	583
2025 Q1	$16.4K	Hold	64	–	–	0.01%	485
2024 Q4	$18.4K	Hold	64	–	–	0.01%	451
2024 Q3	$18.2K	Hold	64	–	–	0.01%	475
2024 Q2	$16.8K	Hold	64	–	–	﹤0.01%	596
2024 Q1	$17.3K	Hold	64	–	–	0.01%	583
2023 Q4	$16.1K	Hold	64	–	–	0.01%	427
2023 Q3	$14.4K	Buy	+64	New	+$15.3K	0.01%	430

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 64 shares — an estimated $20.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IWO in Q3 2023 and held it in 11 quarters. The position peaked at $20.7K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 64 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.1K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $20.7K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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