Anchor Investment Management’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.9K	Hold	600	–	–	﹤0.01%	683
2025 Q4	$28.5K	Hold	600	–	–	﹤0.01%	687
2025 Q3	$27.1K	Hold	600	–	–	﹤0.01%	690
2025 Q2	$25.2K	Hold	600	–	–	﹤0.01%	690
2025 Q1	$22.3K	Hold	600	–	–	﹤0.01%	694
2024 Q4	$20.6K	Hold	600	–	–	﹤0.01%	704
2024 Q3	$22.7K	Hold	600	–	–	﹤0.01%	683
2024 Q2	$21K	Hold	600	–	–	﹤0.01%	643
2024 Q1	$21.3K	Hold	600	–	–	﹤0.01%	671
2023 Q4	$20.4K	Hold	600	–	–	﹤0.01%	654
2023 Q3	$18.4K	Hold	600	–	–	﹤0.01%	665
2023 Q2	$19K	Hold	600	–	–	﹤0.01%	650
2023 Q1	$19K	Buy	+600	New	+$19K	﹤0.01%	667

Other funds holding ISVL

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Anchor Investment Management held its iShares International Developed Small Cap Value Factor ETF (ISVL) position steady in Q1 2026 at 600 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Anchor Investment Management first reported a position in ISVL in Q1 2023 and has held it in 13 quarters since. 31 funds tracked by Wall St. Rank hold ISVL as of Q1 2026.

Anchor Investment Management held 600 shares of iShares International Developed Small Cap Value Factor ETF worth $28.9K as of Q1 2026.
Anchor Investment Management left its iShares International Developed Small Cap Value Factor ETF share count unchanged in Q1 2026.
iShares International Developed Small Cap Value Factor ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #683 holding.
Anchor Investment Management first reported a position in iShares International Developed Small Cap Value Factor ETF in Q1 2023 and has held it in 13 quarters since.
31 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q1 2026.

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