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
2025 Q3	$143K	Hold
2025 Q2	$132K	Hold
2025 Q1	$121K	Hold
2024 Q4	$132K	Hold
2024 Q3	$132K	Hold
2024 Q2	$122K	Hold
2024 Q1	$127K	Buy