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Anchor Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Anchor Investment Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$724K Hold
6,114
– – 0.06% 230
2025
Q4 		$695K Hold
6,114
– – 0.06% 236
2025
Q3 		$676K Hold
6,114
– – 0.06% 236
2025
Q2 		$608K Sell
6,114
-50
-0.8% -$4.72K 0.05% 240
2025
Q1 		$601K Hold
6,164
– – 0.06% 235
2024
Q4 		$669K Hold
6,164
– – 0.06% 222
2024
Q3 		$664K Buy
6,164
+1,994
+48% +$207K 0.06% 228
2024
Q2 		$406K Sell
4,170
-1,415
-25% -$139K 0.04% 259
2024
Q1 		$574K Hold
5,585
– – 0.06% 226
2023
Q4 		$576K Hold
5,585
– – 0.07% 219
2023
Q3 		$498K Buy
5,585
+3,148
+129% +$300K 0.07% 227
2023
Q2 		$232K Hold
2,437
– – 0.03% 314
2023
Q1 		$228K Sell
2,437
-24
-1% -$2.35K 0.03% 323
2022
Q4 		$225K Hold
2,461
– – 0.03% 320
2022
Q3 		$203K Buy
2,461
+143
+6% +$13.2K 0.03% 338
2022
Q2 		$206K Hold
2,318
– – 0.03% 343
2022
Q1 		$237K Sell
2,318
-95
-4% -$9.68K 0.03% 353
2021
Q4 		$252K Buy
2,413
+20
+0.8% +$2.1K 0.03% 349
2021
Q3 		$241K Buy
2,393
+105
+5% +$10.6K 0.03% 327
2021
Q2 		$241K Buy
2,288
+346
+18% +$36.2K 0.03% 334
2021
Q1 		$196K Buy
+1,942
New +$184K 0.03% 349

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Anchor Investment Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 6,114 shares worth $724K. The position accounts for 0.06% of the portfolio, ranked #230.

Anchor Investment Management first reported a position in IJS in Q1 2021 and has held it in 21 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Anchor Investment Management held 6,114 shares of iShares S&P Small-Cap 600 Value ETF worth $724K as of Q1 2026.
  • Anchor Investment Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #230 holding.
  • Anchor Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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