Annis Gardner Whiting Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-256	Closed	-$167K	–	803
2026 Q1	$167K	Buy	256 +22	+9%	+$15K	0.03%	329
2025 Q4	$161K	Buy	234 +7	+3%	+$4.75K	0.03%	322
2025 Q3	$152K	Hold	227	–	–	0.03%	306
2025 Q2	$141K	Buy	227 +51	+29%	+$29.3K	0.05%	256
2025 Q1	$99.1K	Hold	176	–	–	0.04%	274
2024 Q4	$104K	Buy	176 +5	+3%	+$2.96K	0.03%	274
2024 Q3	$98.9K	Hold	171	–	–	0.03%	289
2024 Q2	$93.8K	Buy	171 +27	+19%	+$14.2K	0.03%	319
2024 Q1	$75.9K	Hold	144	–	–	0.03%	326
2023 Q4	$69K	Hold	144	–	–	0.03%	267
2023 Q3	$62.1K	Buy	+144	New	+$64.4K	0.03%	266

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 256 shares — an estimated $167K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IVV in Q3 2023 and held it in 11 quarters. The position peaked at $167K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 256 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $167K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares Core S&P 500 ETF position peaked at $167K in Q1 2026.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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