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

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