Annis Gardner Whiting Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
131
| – | – | ﹤0.01% | 669 |
|
|
2025
Q1 | $11.1K | Hold |
131
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $11.6K | Buy |
131
+49
| +60% | +$4.33K | ﹤0.01% | 515 |
|
|
2024
Q3 | $7.23K | Hold |
82
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $6.65K | Sell |
82
-74
| -47% | -$6K | ﹤0.01% | 739 |
|
|
2024
Q1 | $13.1K | Buy |
+156
| New | +$13.1K | ﹤0.01% | 631 |
|