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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	7,354 +1	+0%	+$132	0.15%	119
2026 Q1	$832K	Buy	7,353 +954	+15%	+$115K	0.13%	137
2025 Q4	$789K	Buy	6,399 +628	+11%	+$76.9K	0.15%	125
2025 Q3	$697K	Hold	5,771	–	–	0.14%	121
2025 Q2	$635K	Hold	5,771	–	–	0.22%	96
2025 Q1	$536K	Hold	5,771	–	–	0.23%	91
2024 Q4	$586K	Hold	5,771	–	–	0.16%	114
2024 Q3	$553K	Hold	5,771	–	–	0.16%	116
2024 Q2	$534K	Sell	5,771 -79	-1%	-$6.81K	0.15%	121
2024 Q1	$494K	Buy	5,850 +1,650	+39%	+$133K	0.18%	104
2023 Q4	$315K	Hold	4,200	–	–	0.14%	118
2023 Q3	$288K	Buy	+4,200	New	+$297K	0.15%	110

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 7,354 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #119.

Annis Gardner Whiting Capital Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 7,354 shares of iShares S&P 500 Growth ETF worth $1.01M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #119 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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