AGWCA
IYT icon

Annis Gardner Whiting Capital Advisors’s iShares US Transportation ETF IYT Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-404
Closed -$30.1K – 813
2026
Q1 		$30.1K Buy
+404
New +$31.4K ﹤0.01% 657

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 404 shares — an estimated $30.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IYT in Q1 2026 and held it in 1 quarter. The position peaked at $30.1K in Q1 2026. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 404 iShares US Transportation ETF shares in Q2 2026, an estimated $30.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares US Transportation ETF in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares US Transportation ETF position peaked at $30.1K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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