Annis Gardner Whiting Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$681K	Hold	2,700	–	–	0.1%	167
2026 Q1	$490K	Sell	2,700 -49	-2%	-$9.47K	0.08%	191
2025 Q4	$549K	Buy	2,749 +2,337	+567%	+$467K	0.1%	171
2025 Q3	$80.7K	Sell	412 -1,763	-81%	-$323K	0.02%	425
2025 Q2	$377K	Buy	2,175 +1,763	+428%	+$267K	0.13%	144
2025 Q1	$57.9K	Hold	412	–	–	0.02%	339
2024 Q4	$65.7K	Hold	412	–	–	0.02%	322
2024 Q3	$62.5K	Hold	412	–	–	0.02%	342
2024 Q2	$62K	Hold	412	–	–	0.02%	375
2024 Q1	$55.6K	Hold	412	–	–	0.02%	370
2023 Q4	$50.6K	Hold	412	–	–	0.02%	301
2023 Q3	$43.3K	Buy	+412	New	+$44.8K	0.02%	297

Other funds holding IYW

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

PCH

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,700 shares worth $681K. The position accounts for 0.1% of the portfolio, ranked #167.

Annis Gardner Whiting Capital Advisors first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 2,700 shares of iShares US Technology ETF worth $681K as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #167 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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