Anchor Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Anchor Investment Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.8K	Sell	384 -7	-2%	-$1.05K	﹤0.01%	581
2026 Q1	$46.3K	Buy	391 +7	+2%	+$881	﹤0.01%	596
2025 Q4	$49.6K	Hold	384	–	–	﹤0.01%	596
2025 Q3	$48.4K	Hold	384	–	–	﹤0.01%	591
2025 Q2	$43.1K	Hold	384	–	–	﹤0.01%	604
2025 Q1	$34.8K	Hold	384	–	–	﹤0.01%	619
2024 Q4	$39.2K	Hold	384	–	–	﹤0.01%	605
2024 Q3	$36.8K	Hold	384	–	–	﹤0.01%	606
2024 Q2	$36.2K	Hold	384	–	–	﹤0.01%	562
2024 Q1	$33.1K	Hold	384	–	–	﹤0.01%	593
2023 Q4	$28.7K	Hold	384	–	–	﹤0.01%	601
2023 Q3	$24.5K	Hold	384	–	–	﹤0.01%	627
2023 Q2	$25.1K	Buy	+384	New	+$22.8K	﹤0.01%	617

Other funds holding IGM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Anchor Investment Management's IGM Position: Q2 2026 in Review

Anchor Investment Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.8% in Q2 2026, selling an estimated $1.05K and leaving 384 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Anchor Investment Management first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Anchor Investment Management held 384 shares of iShares Expanded Tech Sector ETF worth $62.8K as of Q2 2026.
Anchor Investment Management sold 7 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.05K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #581 holding.
Anchor Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.