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iShares S&P SmallCap 600 Index shares owned by Annis Gardner Whiting Capital Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Annis Gardner Whiting Capital Advisors from 13F filings

Historical chart of Annis Gardner Whiting Capital Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Annis Gardner Whiting Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $114k 1.0k 108.25
2023-09-30 $99k 1.0k 94.58

More positions owned by Annis Gardner Whiting Capital Advisors

Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Brp Group Com Cl A (BRP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Progressive Corporation (PGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Annis Gardner Whiting Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index