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Anchor Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Anchor Investment Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-51
Closed -$2.57K – 987
2023
Q1 		$2.57K Hold
51
– – ﹤0.01% 888
2022
Q4 		$2.68K Hold
51
– – ﹤0.01% 857
2022
Q3 		$2.4K Buy
+51
New +$2.68K ﹤0.01% 874
2022
Q1 		– Sell
-66
Closed -$4.25K – 1029
2021
Q4 		$4.25K Buy
+66
New +$4.3K ﹤0.01% 886

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Anchor Investment Management's IYG Position: Q2 2023 in Review

Anchor Investment Management sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 51 shares — an estimated $2.57K sold.

Anchor Investment Management first reported a position in IYG in Q4 2021 and held it in 4 quarters. The position peaked at $4.25K in Q4 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

  • Anchor Investment Management reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 51 iShares US Financial Services ETF shares in Q2 2023, an estimated $2.57K.
  • Anchor Investment Management first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 4 quarters.
  • Anchor Investment Management's iShares US Financial Services ETF position peaked at $4.25K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.