Annis Gardner Whiting Capital Advisors, LLC IWM Holdings History
Annis Gardner Whiting Capital Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 8,473.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.69 Mil. This investment constitutes 0.71% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 4 purchases of IWM, at an average price of $192.02, for a total of 50,226.00 shares. In addition, there have been 2 sales at an average price of $216.99 for 41,753.00 shares. Based on historical transaction data and IWM's current price of $222.33, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his IWM holdings is $1.30 Mil, reflecting a 13.47% gain to date.
Annis Gardner Whiting Capital Advisors, LLC IWM ($222.33) Holding Chart
Annis Gardner Whiting Capital Advisors, LLC IWM ($222.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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