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 Q2	–	Sell	-1,018	Closed	-$120K	–	810
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,018 shares — an estimated $120K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IYF in Q3 2023 and held it in 11 quarters. The position peaked at $134K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,018 iShares US Financials ETF shares in Q2 2026, an estimated $120K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares US Financials ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares US Financials ETF position peaked at $134K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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