Anchor Investment Management’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.47K	Hold	132	–	–	﹤0.01%	924
2026 Q1	$8.55K	Hold	132	–	–	﹤0.01%	837
2025 Q4	$6.27K	Sell	132 -25	-16%	-$1.18K	﹤0.01%	868
2025 Q3	$7.46K	Hold	157	–	–	﹤0.01%	850
2025 Q2	$7.1K	Hold	157	–	–	﹤0.01%	850
2025 Q1	$7.74K	Hold	157	–	–	﹤0.01%	833
2024 Q4	$7.15K	Hold	157	–	–	﹤0.01%	846
2024 Q3	$7.28K	Hold	157	–	–	﹤0.01%	834
2024 Q2	$7.54K	Hold	157	–	–	﹤0.01%	789
2024 Q1	$7.76K	Sell	157 -138	-47%	-$6.21K	﹤0.01%	819
2023 Q4	$13K	Hold	295	–	–	﹤0.01%	706
2023 Q3	$14K	Hold	295	–	–	﹤0.01%	700
2023 Q2	$12.6K	Hold	295	–	–	﹤0.01%	701
2023 Q1	$12.9K	Hold	295	–	–	﹤0.01%	705
2022 Q4	$13.7K	Buy	+295	New	+$13.8K	﹤0.01%	679
2019 Q2	–	Sell	-708	Closed	-$25.5K	–	809
2019 Q1	$25.5K	Hold	708	–	–	0.01%	531
2018 Q4	$22.1K	Sell	708 -300	-30%	-$11K	0.01%	533
2018 Q3	$42.3K	Hold	1,008	–	–	0.01%	503
2018 Q2	$42.3K	Hold	1,008	–	–	0.01%	510
2018 Q1	$37.3K	Hold	1,008	–	–	0.01%	516
2017 Q4	$40K	Hold	1,008	–	–	0.01%	498
2017 Q3	$37.7K	Buy	+1,008	New	+$35.8K	0.01%	486

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's IYE Position: Q2 2026 in Review

Anchor Investment Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 132 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Anchor Investment Management first reported a position in IYE in Q3 2017 and has held it in 22 quarters since. The position peaked at $42.3K in Q3 2018. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Anchor Investment Management held 132 shares of iShares US Energy ETF worth $7.47K as of Q2 2026.
Anchor Investment Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #924 holding.
Anchor Investment Management first reported a position in iShares US Energy ETF in Q3 2017 and has held it in 22 quarters since.
Anchor Investment Management's iShares US Energy ETF position peaked at $42.3K in Q3 2018.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.