Annis Gardner Whiting Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.6K	Hold
2025 Q2	$12K	Hold
2025 Q1	$11.1K	Hold
2024 Q4	$11.6K	Buy
2024 Q3	$7.23K	Hold
2024 Q2	$6.65K	Sell
2024 Q1	$13.1K	Buy