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
2026 Q2	–	Sell	-176	Closed	-$17.1K	–	806
2026 Q1	$17.1K	Buy	176 +45	+34%	+$4.5K	﹤0.01%	774
2025 Q4	$12.6K	Hold	131	–	–	﹤0.01%	727
2025 Q3	$12.6K	Hold	131	–	–	﹤0.01%	669
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%	+$4.45K	﹤0.01%	515
2024 Q3	$7.23K	Hold	82	–	–	﹤0.01%	594
2024 Q2	$6.65K	Sell	82 -74	-47%	-$6.02K	﹤0.01%	739
2024 Q1	$13.1K	Buy	+156	New	+$12.4K	﹤0.01%	631

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 176 shares — an estimated $17.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IWR in Q1 2024 and held it in 9 quarters. The position peaked at $17.1K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 176 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.1K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $17.1K in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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