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Annis Gardner Whiting Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$132K Hold
1,942
– – 0.05% 268
2025
Q1 		$121K Hold
1,942
– – 0.05% 246
2024
Q4 		$132K Hold
1,942
– – 0.04% 246
2024
Q3 		$132K Hold
1,942
– – 0.04% 250
2024
Q2 		$122K Hold
1,942
– – 0.03% 275
2024
Q1 		$127K Buy
+1,942
New +$127K 0.05% 243