Anchor Investment Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.7K	Buy	703 +3	+0.4%	+$372	0.01%	510
2025 Q4	$90.2K	Sell	700 -1	-0.1%	-$125	0.01%	502
2025 Q3	$88.7K	Buy	701 +2	+0.3%	+$247	0.01%	511
2025 Q2	$84.6K	Buy	699 +2	+0.3%	+$225	0.01%	510
2025 Q1	$78.7K	Buy	697 +1	+0.1%	+$115	0.01%	503
2024 Q4	$76.9K	Buy	696 +3	+0.4%	+$334	0.01%	510
2024 Q3	$72K	Buy	693 +528	+320%	+$53K	0.01%	521
2024 Q2	$15.6K	Sell	165 -72	-30%	-$6.74K	﹤0.01%	690
2024 Q1	$22.7K	Hold	237	–	–	﹤0.01%	659
2023 Q4	$20.2K	Hold	237	–	–	﹤0.01%	657
2023 Q3	$17.7K	Hold	237	–	–	﹤0.01%	672
2023 Q2	$17.7K	Sell	237 -468	-66%	-$33.7K	﹤0.01%	662
2023 Q1	$50.2K	Hold	705	–	–	0.01%	534
2022 Q4	$53.2K	Hold	705	–	–	0.01%	513
2022 Q3	$47.6K	Hold	705	–	–	0.01%	513
2022 Q2	$49.3K	Hold	705	–	–	0.01%	537
2022 Q1	$59.6K	Buy	+705	New	+$60.7K	0.01%	525

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PCH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Anchor Investment Management increased its iShares US Financials ETF (IYF) stake by 0.43% in Q1 2026, buying an estimated $372 and bringing the position to 703 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #510.

Anchor Investment Management first reported a position in IYF in Q1 2022 and has held it in 17 quarters since. The position peaked at $90.2K in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Anchor Investment Management held 703 shares of iShares US Financials ETF worth $82.7K as of Q1 2026.
Anchor Investment Management bought 3 iShares US Financials ETF shares in Q1 2026, an estimated $372.
iShares US Financials ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #510 holding.
Anchor Investment Management first reported a position in iShares US Financials ETF in Q1 2022 and has held it in 17 quarters since.
Anchor Investment Management's iShares US Financials ETF position peaked at $90.2K in Q4 2025.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

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