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Anchor Investment Management’s iShares Global Financials ETF IXG Stock Holding History

Anchor Investment Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14K Hold
10
– – ﹤0.01% 1017
2025
Q4 		$1.21K Hold
10
– – ﹤0.01% 1002
2025
Q3 		$1.17K Hold
10
– – ﹤0.01% 1012
2025
Q2 		$1.11K Hold
10
– – ﹤0.01% 992
2025
Q1 		$1.03K Hold
10
– – ﹤0.01% 990
2024
Q4 		$961 Hold
10
– – ﹤0.01% 979
2024
Q3 		$946 Hold
10
– – ﹤0.01% 1003
2024
Q2 		$851 Hold
10
– – ﹤0.01% 958
2024
Q1 		$866 Hold
10
– – ﹤0.01% 996
2023
Q4 		$786 Hold
10
– – ﹤0.01% 925
2023
Q3 		$704 Hold
10
– – ﹤0.01% 941
2023
Q2 		$715 Hold
10
– – ﹤0.01% 934
2023
Q1 		$690 Hold
10
– – ﹤0.01% 960
2022
Q4 		$703 Hold
10
– – ﹤0.01% 926
2022
Q3 		$613 Buy
+10
New +$670 ﹤0.01% 954
2020
Q3 		– Sell
-200
Closed -$10.4K – 920
2020
Q2 		$10.4K Hold
200
– – ﹤0.01% 635
2020
Q1 		$9.44K Hold
200
– – ﹤0.01% 633
2019
Q4 		$13.8K Hold
200
– – ﹤0.01% 614
2019
Q3 		$12.8K Hold
200
– – ﹤0.01% 614
2019
Q2 		$12.8K Hold
200
– – ﹤0.01% 609
2019
Q1 		$12.3K Hold
200
– – ﹤0.01% 604
2018
Q4 		$11.4K Hold
200
– – ﹤0.01% 606
2018
Q3 		$13.2K Hold
200
– – ﹤0.01% 618
2018
Q2 		$12.8K Hold
200
– – ﹤0.01% 626
2018
Q1 		$13.8K Hold
200
– – ﹤0.01% 603
2017
Q4 		$14K Buy
+200
New +$13.7K ﹤0.01% 600

Other funds holding IXG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Anchor Investment Management held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 10 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Anchor Investment Management first reported a position in IXG in Q4 2017 and has held it in 26 quarters since. The position peaked at $14K in Q4 2017. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Anchor Investment Management held 10 shares of iShares Global Financials ETF worth $1.14K as of Q1 2026.
  • Anchor Investment Management left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1017 holding.
  • Anchor Investment Management first reported a position in iShares Global Financials ETF in Q4 2017 and has held it in 26 quarters since.
  • Anchor Investment Management's iShares Global Financials ETF position peaked at $14K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

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