Anchor Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Buy |
503
+1
| +0.2% | +$683 | 0.03% | 311 |
|
|
2025
Q4 | $344K | Sell |
502
-1
| -0.2% | -$679 | 0.03% | 302 |
|
|
2025
Q3 | $337K | Buy |
503
+15
| +3% | +$9.66K | 0.03% | 305 |
|
|
2025
Q2 | $303K | Buy |
488
+121
| +33% | +$69.5K | 0.03% | 311 |
|
|
2025
Q1 | $206K | Sell |
367
-33
| -8% | -$19.5K | 0.02% | 355 |
|
|
2024
Q4 | $235K | Buy |
400
+8
| +2% | +$4.74K | 0.02% | 343 |
|
|
2024
Q3 | $226K | Hold |
392
| – | – | 0.02% | 345 |
|
|
2024
Q2 | $215K | Sell |
392
-19
| -5% | -$9.99K | 0.02% | 339 |
|
|
2024
Q1 | $216K | Hold |
411
| – | – | 0.02% | 350 |
|
|
2023
Q4 | $196K | Sell |
411
-15
| -4% | -$6.71K | 0.02% | 357 |
|
|
2023
Q3 | $183K | Buy |
426
+135
| +46% | +$60.4K | 0.02% | 351 |
|
|
2023
Q2 | $130K | Hold |
291
| – | – | 0.02% | 392 |
|
|
2023
Q1 | $120K | Buy |
291
+37
| +15% | +$14.8K | 0.02% | 411 |
|
|
2022
Q4 | $97.6K | Buy |
254
+5
| +2% | +$1.93K | 0.01% | 441 |
|
|
2022
Q3 | $89.3K | Hold |
249
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $94.4K | Sell |
249
-6
| -2% | -$2.47K | 0.01% | 457 |
|
|
2022
Q1 | $116K | Sell |
255
-12
| -4% | -$5.37K | 0.01% | 452 |
|
|
2021
Q4 | $127K | Sell |
267
-3
| -1% | -$1.38K | 0.02% | 445 |
|
|
2021
Q3 | $116K | Hold |
270
| – | – | 0.02% | 430 |
|
|
2021
Q2 | $116K | Hold |
270
| – | – | 0.02% | 439 |
|
|
2021
Q1 | $107K | Hold |
270
| – | – | 0.02% | 430 |
|
|
2020
Q4 | $101K | Hold |
270
| – | – | 0.02% | 382 |
|
|
2020
Q3 | $90.7K | Hold |
270
| – | – | 0.02% | 372 |
|
|
2020
Q2 | $83.6K | Hold |
270
| – | – | 0.02% | 369 |
|
|
2020
Q1 | $69.8K | Sell |
270
-9
| -3% | -$2.76K | 0.02% | 375 |
|
|
2019
Q4 | $90.2K | Hold |
279
| – | – | 0.02% | 384 |
|
|
2019
Q3 | $83.3K | Hold |
279
| – | – | 0.02% | 387 |
|
|
2019
Q2 | $82.2K | Buy |
279
+147
| +111% | +$42.6K | 0.02% | 389 |
|
|
2019
Q1 | $37.6K | Sell |
132
-93
| -41% | -$25.4K | 0.01% | 487 |
|
|
2018
Q4 | $56.6K | Hold |
225
| – | – | 0.02% | 421 |
|
|
2018
Q3 | $65.9K | Hold |
225
| – | – | 0.02% | 441 |
|
|
2018
Q2 | $61.4K | Hold |
225
| – | – | 0.02% | 456 |
|
|
2018
Q1 | $59.7K | Hold |
225
| – | – | 0.02% | 453 |
|
|
2017
Q4 | $60.5K | Hold |
225
| – | – | 0.02% | 440 |
|
|
2017
Q3 | $56.9K | Buy |
225
+212
| +1,631% | +$52.6K | 0.02% | 430 |
|
|
2017
Q2 | $3.16K | Hold |
13
| – | – | ﹤0.01% | 660 |
|
|
2017
Q1 | $3.08K | Hold |
13
| – | – | ﹤0.01% | 655 |
|
|
2016
Q4 | $2.92K | Hold |
13
| – | – | ﹤0.01% | 633 |
|
|
2016
Q3 | $2.83K | Hold |
13
| – | – | ﹤0.01% | 619 |
|
|
2016
Q2 | $2.74K | Hold |
13
| – | – | ﹤0.01% | 614 |
|
|
2016
Q1 | $2.69K | Buy |
+13
| New | +$2.55K | ﹤0.01% | 605 |
|
Other funds holding IVV
Anchor Investment Management's IVV Position: Q1 2026 in Review
Anchor Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q1 2026, buying an estimated $683 and bringing the position to 503 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #311.
Anchor Investment Management first reported a position in IVV in Q1 2016 and has held it in 41 quarters since. The position peaked at $344K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Anchor Investment Management held 503 shares of iShares Core S&P 500 ETF worth $328K as of Q1 2026.
- Anchor Investment Management bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
- iShares Core S&P 500 ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #311 holding.
- Anchor Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
- Anchor Investment Management's iShares Core S&P 500 ETF position peaked at $344K in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.