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Annis Gardner Whiting Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-526
Closed -$51K – 809
2026
Q1 		$51K Buy
526
+90
+21% +$9.18K 0.01% 579
2025
Q4 		$45K Buy
+436
New +$44.9K 0.01% 545

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 526 shares — an estimated $51K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IYC in Q4 2025 and held it in 2 quarters. The position peaked at $51K in Q1 2026. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 526 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $51K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $51K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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