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 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 $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Anchor Investment Management's IGM Position: Q1 2026 in Review

Anchor Investment Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.8% in Q1 2026, buying an estimated $881 and bringing the position to 391 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Anchor Investment Management first reported a position in IGM in Q2 2023 and has held it in 12 quarters since. The position peaked at $49.6K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Anchor Investment Management held 391 shares of iShares Expanded Tech Sector ETF worth $46.3K as of Q1 2026.
Anchor Investment Management bought 7 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $881.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #596 holding.
Anchor Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 12 quarters since.
Anchor Investment Management's iShares Expanded Tech Sector ETF position peaked at $49.6K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.