Anchor Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$497K	Buy	3,203 +143	+5%	+$23.5K	0.04%	267
2025 Q4	$514K	Sell	3,060 -1	-0%	-$167	0.04%	262
2025 Q3	$504K	Hold	3,061	–	–	0.04%	260
2025 Q2	$460K	Sell	3,061 -1,073	-26%	-$145K	0.04%	268
2025 Q1	$525K	Hold	4,134	–	–	0.05%	246
2024 Q4	$576K	Hold	4,134	–	–	0.05%	235
2024 Q3	$545K	Hold	4,134	–	–	0.05%	246
2024 Q2	$527K	Hold	4,134	–	–	0.05%	233
2024 Q1	$485K	Sell	4,134 -502	-11%	-$55.8K	0.05%	251
2023 Q4	$483K	Hold	4,636	–	–	0.06%	243
2023 Q3	$440K	Sell	4,636 -475	-9%	-$46.6K	0.06%	243
2023 Q2	$499K	Hold	5,111	–	–	0.06%	233
2023 Q1	$454K	Sell	5,111 -175	-3%	-$14.9K	0.06%	237
2022 Q4	$431K	Hold	5,286	–	–	0.06%	239
2022 Q3	$424K	Sell	5,286 -65	-1%	-$5.85K	0.07%	237
2022 Q2	$448K	Hold	5,351	–	–	0.07%	233
2022 Q1	$565K	Sell	5,351 -200	-4%	-$20.8K	0.07%	229
2021 Q4	$642K	Buy	5,551 +5,451	+5,451%	+$608K	0.08%	211
2021 Q3	$10.2K	Hold	100	–	–	﹤0.01%	718
2021 Q2	$10.1K	Hold	100	–	–	﹤0.01%	732
2021 Q1	$9.08K	Hold	100	–	–	﹤0.01%	720
2020 Q4	$8.87K	Hold	100	–	–	﹤0.01%	688
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	684
2020 Q2	$7.19K	Hold	100	–	–	﹤0.01%	664
2020 Q1	$5.71K	Hold	100	–	–	﹤0.01%	680
2019 Q4	$6.76K	Sell	100 -30	-23%	-$1.94K	﹤0.01%	677
2019 Q3	$8.17K	Hold	130	–	–	﹤0.01%	660
2019 Q2	$8.15K	Hold	130	–	–	﹤0.01%	651
2019 Q1	$7.84K	Hold	130	–	–	﹤0.01%	649
2018 Q4	$6.85K	Hold	130	–	–	﹤0.01%	662
2018 Q3	$8.08K	Hold	130	–	–	﹤0.01%	682
2018 Q2	$7.44K	Hold	130	–	–	﹤0.01%	702
2018 Q1	$7.1K	Hold	130	–	–	﹤0.01%	681
2017 Q4	$6.99K	Hold	130	–	–	﹤0.01%	679
2017 Q3	$6.56K	Hold	130	–	–	﹤0.01%	666
2017 Q2	$6.27K	Sell	130 -70	-35%	-$3.34K	﹤0.01%	612
2017 Q1	$9.28K	Hold	200	–	–	﹤0.01%	573
2016 Q4	$8.58K	Hold	200	–	–	﹤0.01%	561
2016 Q3	$8.51K	Hold	200	–	–	﹤0.01%	544
2016 Q2	$8.17K	Hold	200	–	–	﹤0.01%	537
2016 Q1	$8.11K	Buy	+200	New	+$7.67K	﹤0.01%	514

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Anchor Investment Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.7% in Q1 2026, buying an estimated $23.5K and bringing the position to 3,203 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #267.

Anchor Investment Management first reported a position in IUSG in Q1 2016 and has held it in 41 quarters since. The position peaked at $642K in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Anchor Investment Management held 3,203 shares of iShares Core S&P US Growth ETF worth $497K as of Q1 2026.
Anchor Investment Management bought 143 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $23.5K.
iShares Core S&P US Growth ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #267 holding.
Anchor Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's iShares Core S&P US Growth ETF position peaked at $642K in Q4 2021.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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