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Annis Gardner Whiting Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Buy
8,169
+5,690
+230% +$506K 0.11% 155
2026
Q1 		$198K Buy
2,479
+2,021
+441% +$179K 0.03% 311
2025
Q4 		$48.4K Buy
+458
New +$50.3K 0.01% 536
2025
Q3 		– Sell
-174
Closed -$19.1K – 1313
2025
Q2 		$19.1K Buy
+174
New +$17.2K 0.01% 578
2023
Q4 		– Sell
-540
Closed -$36.9K – 706
2023
Q3 		$36.9K Buy
+540
New +$37.9K 0.02% 316

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 230% in Q2 2026, buying an estimated $506K and bringing the position to 8,169 shares worth $740K. The position accounts for 0.11% of the portfolio, ranked #155.

Annis Gardner Whiting Capital Advisors first reported a position in IGV in Q3 2023 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 8,169 shares of iShares Expanded Tech-Software Sector ETF worth $740K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 5,690 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $506K.
  • iShares Expanded Tech-Software Sector ETF made up 0.11% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #155 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 5 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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