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 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 $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SMMD Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 1,942 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #365.

Annis Gardner Whiting Capital Advisors first reported a position in SMMD in Q1 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,942 shares of iShares Russell 2500 ETF worth $148K as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #365 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 9 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.