Anchor Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.9K	Sell	793 -1	-0.1%	-$89	0.01%	550
2026 Q1	$63.6K	Buy	794 +479	+152%	+$42.4K	0.01%	558
2025 Q4	$33.3K	Hold	315	–	–	﹤0.01%	657
2025 Q3	$36.2K	Sell	315 -24	-7%	-$2.66K	﹤0.01%	636
2025 Q2	$37.1K	Hold	339	–	–	﹤0.01%	619
2025 Q1	$30.2K	Hold	339	–	–	﹤0.01%	649
2024 Q4	$33.9K	Buy	339 +24	+8%	+$2.38K	﹤0.01%	625
2024 Q3	$28.2K	Hold	315	–	–	﹤0.01%	652
2024 Q2	$27.4K	Hold	315	–	–	﹤0.01%	597
2024 Q1	$26.9K	Hold	315	–	–	﹤0.01%	627
2023 Q4	$25.6K	Hold	315	–	–	﹤0.01%	618
2023 Q3	$21.5K	Hold	315	–	–	﹤0.01%	641
2023 Q2	$21.8K	Buy	+315	New	+$19.8K	﹤0.01%	629
2018 Q1	–	Sell	-15	Closed	-$464	–	813
2017 Q4	$464	Buy	+15	New	+$462	﹤0.01%	798

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

Anchor Investment Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.13% in Q2 2026, selling an estimated $89 and leaving 793 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #550.

Anchor Investment Management first reported a position in IGV in Q4 2017 and has held it in 14 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Anchor Investment Management held 793 shares of iShares Expanded Tech-Software Sector ETF worth $71.9K as of Q2 2026.
Anchor Investment Management sold 1 iShares Expanded Tech-Software Sector ETF share in Q2 2026, an estimated $89.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #550 holding.
Anchor Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 14 quarters since.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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