Anchor Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.9K	Sell	938 -209	-18%	-$21.9K	0.01%	490
2025 Q4	$118K	Sell	1,147 -1	-0.1%	-$101	0.01%	448
2025 Q3	$115K	Sell	1,148 -41	-3%	-$3.99K	0.01%	460
2025 Q2	$113K	Hold	1,189	–	–	0.01%	456
2025 Q1	$110K	Hold	1,189	–	–	0.01%	444
2024 Q4	$110K	Hold	1,189	–	–	0.01%	449
2024 Q3	$114K	Hold	1,189	–	–	0.01%	444
2024 Q2	$105K	Sell	1,189 -1,712	-59%	-$151K	0.01%	426
2024 Q1	$262K	Sell	2,901 -378	-12%	-$32.5K	0.03%	323
2023 Q4	$277K	Hold	3,279	–	–	0.03%	299
2023 Q3	$245K	Hold	3,279	–	–	0.03%	308
2023 Q2	$257K	Hold	3,279	–	–	0.03%	304
2023 Q1	$242K	Hold	3,279	–	–	0.03%	315
2022 Q4	$232K	Hold	3,279	–	–	0.03%	318
2022 Q3	$205K	Sell	3,279 -38	-1%	-$2.62K	0.03%	335
2022 Q2	$222K	Hold	3,317	–	–	0.03%	334
2022 Q1	$252K	Hold	3,317	–	–	0.03%	346
2021 Q4	$253K	Buy	3,317 +3,137	+1,743%	+$233K	0.03%	348
2021 Q3	$12.8K	Hold	180	–	–	﹤0.01%	685
2021 Q2	$13K	Hold	180	–	–	﹤0.01%	699
2021 Q1	$12.4K	Hold	180	–	–	﹤0.01%	680
2020 Q4	$11.2K	Hold	180	–	–	﹤0.01%	665
2020 Q3	$9.77K	Hold	180	–	–	﹤0.01%	658
2020 Q2	$9.4K	Hold	180	–	–	﹤0.01%	645
2020 Q1	$8.31K	Hold	180	–	–	﹤0.01%	646
2019 Q4	$11.3K	Hold	180	–	–	﹤0.01%	633
2019 Q3	$10.4K	Hold	180	–	–	﹤0.01%	633
2019 Q2	$10.2K	Hold	180	–	–	﹤0.01%	627
2019 Q1	$9.87K	Hold	180	–	–	﹤0.01%	625
2018 Q4	$8.84K	Hold	180	–	–	﹤0.01%	634
2018 Q3	$10.1K	Hold	180	–	–	﹤0.01%	646
2018 Q2	$9.66K	Hold	180	–	–	﹤0.01%	657
2018 Q1	$9.56K	Hold	180	–	–	﹤0.01%	644
2017 Q4	$9.97K	Hold	180	–	–	﹤0.01%	637
2017 Q3	$9.42K	Hold	180	–	–	﹤0.01%	628
2017 Q2	$9.17K	Hold	180	–	–	﹤0.01%	575
2017 Q1	$9.09K	Hold	180	–	–	﹤0.01%	574
2016 Q4	$8.84K	Hold	180	–	–	﹤0.01%	558
2016 Q3	$8.3K	Hold	180	–	–	﹤0.01%	545
2016 Q2	$8.06K	Hold	180	–	–	﹤0.01%	539
2016 Q1	$7.72K	Buy	+180	New	+$7.31K	﹤0.01%	518

Other funds holding IUSV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

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

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

Anchor Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 18% in Q1 2026, selling an estimated $21.9K and leaving 938 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #490.

Anchor Investment Management first reported a position in IUSV in Q1 2016 and has held it in 41 quarters since. The position peaked at $277K in Q4 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Anchor Investment Management held 938 shares of iShares Core S&P US Value ETF worth $95.9K as of Q1 2026.
Anchor Investment Management sold 209 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $21.9K.
iShares Core S&P US Value ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #490 holding.
Anchor Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's iShares Core S&P US Value ETF position peaked at $277K in Q4 2023.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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