Annis Gardner Whiting Capital Advisors’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-306	Closed	-$25.4K	–	811
2026 Q1	$25.4K	Hold	306	–	–	﹤0.01%	688
2025 Q4	$28.2K	Buy	+306	New	+$27.3K	0.01%	604
2025 Q3	–	Sell	-306	Closed	-$26.2K	–	1323
2025 Q2	$26.2K	Buy	+306	New	+$24.3K	0.01%	518

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 306 shares — an estimated $25.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IYG in Q2 2025 and held it in 3 quarters. The position peaked at $28.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 306 iShares US Financial Services ETF shares in Q2 2026, an estimated $25.4K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares US Financial Services ETF in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's iShares US Financial Services ETF position peaked at $28.2K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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