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Annis Gardner Whiting Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Sell
1,018
-19
-2% -$2.36K 0.02% 405
2025
Q4 		$134K Buy
1,037
+579
+126% +$72.4K 0.03% 358
2025
Q3 		$58K Hold
458
– – 0.01% 477
2025
Q2 		$55.4K Hold
458
– – 0.02% 397
2025
Q1 		$51.7K Hold
458
– – 0.02% 347
2024
Q4 		$50.6K Hold
458
– – 0.01% 343
2024
Q3 		$47.6K Hold
458
– – 0.01% 370
2024
Q2 		$43.3K Hold
458
– – 0.01% 424
2024
Q1 		$43.8K Hold
458
– – 0.02% 401
2023
Q4 		$39.1K Hold
458
– – 0.02% 330
2023
Q3 		$34.4K Buy
+458
New +$35.3K 0.02% 325

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return