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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$984K	Buy	10,742 +8,800	+453%	+$756K	0.15%	125
2026 Q1	$148K	Hold	1,942	–	–	0.02%	365
2025 Q4	$146K	Hold	1,942	–	–	0.03%	334
2025 Q3	$143K	Hold	1,942	–	–	0.03%	318
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	+$120K	0.05%	243

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 453% in Q2 2026, buying an estimated $756K and bringing the position to 10,742 shares worth $984K. The position accounts for 0.15% of the portfolio, ranked #125.

Annis Gardner Whiting Capital Advisors first reported a position in SMMD in Q1 2024 and has held it in 10 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 10,742 shares of iShares Russell 2500 ETF worth $984K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 8,800 iShares Russell 2500 ETF shares in Q2 2026, an estimated $756K.
iShares Russell 2500 ETF made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #125 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 10 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

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