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Annis Gardner Whiting Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-368
Closed -$54.3K – 812
2026
Q1 		$54.3K Buy
+368
New +$56.9K 0.01% 566

Other funds holding IYJ

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 368 shares — an estimated $54.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IYJ in Q1 2026 and held it in 1 quarter. The position peaked at $54.3K in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 368 iShares US Industrials ETF shares in Q2 2026, an estimated $54.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares US Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares US Industrials ETF position peaked at $54.3K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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