Anchor Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46K	Hold	52	–	–	﹤0.01%	1045
2026 Q1	$3.18K	Buy	52 +1	+2%	+$65	﹤0.01%	948
2025 Q4	$3.34K	Hold	51	–	–	﹤0.01%	933
2025 Q3	$3K	Hold	51	–	–	﹤0.01%	952
2025 Q2	$2.88K	Hold	51	–	–	﹤0.01%	932
2025 Q1	$3.1K	Hold	51	–	–	﹤0.01%	923
2024 Q4	$2.97K	Hold	51	–	–	﹤0.01%	913
2024 Q3	$3.31K	Hold	51	–	–	﹤0.01%	907
2024 Q2	$3.13K	Sell	51 -14	-22%	-$842	﹤0.01%	877
2024 Q1	$4.02K	Hold	65	–	–	﹤0.01%	885
2023 Q4	$3.72K	Hold	65	–	–	﹤0.01%	841
2023 Q3	$3.51K	Hold	65	–	–	﹤0.01%	862
2023 Q2	$3.64K	Hold	65	–	–	﹤0.01%	851
2023 Q1	$3.55K	Hold	65	–	–	﹤0.01%	867
2022 Q4	$3.69K	Hold	65	–	–	﹤0.01%	832
2022 Q3	$3.29K	Hold	65	–	–	﹤0.01%	850
2022 Q2	$3.5K	Sell	65 -45	-41%	-$2.47K	﹤0.01%	852
2022 Q1	$6.35K	Sell	110 -35	-24%	-$1.95K	﹤0.01%	807
2021 Q4	$8.71K	Hold	145	–	–	﹤0.01%	806
2021 Q3	$8K	Hold	145	–	–	﹤0.01%	736
2021 Q2	$7.91K	Hold	145	–	–	﹤0.01%	749
2021 Q1	$7.32K	Hold	145	–	–	﹤0.01%	737
2020 Q4	$7.13K	Hold	145	–	–	﹤0.01%	709
2020 Q3	$6.59K	Hold	145	–	–	﹤0.01%	701
2020 Q2	$6.25K	Hold	145	–	–	﹤0.01%	680
2020 Q1	$5.45K	Hold	145	–	–	﹤0.01%	684
2019 Q4	$6.26K	Hold	145	–	–	﹤0.01%	683
2019 Q3	$5.48K	Hold	145	–	–	﹤0.01%	687
2019 Q2	$5.66K	Hold	145	–	–	﹤0.01%	675
2019 Q1	$5.62K	Sell	145 -95	-40%	-$3.61K	﹤0.01%	676
2018 Q4	$8.68K	Hold	240	–	–	﹤0.01%	639
2018 Q3	$9.74K	Hold	240	–	–	﹤0.01%	654
2018 Q2	$8.55K	Hold	240	–	–	﹤0.01%	686
2018 Q1	$8.29K	Hold	240	–	–	﹤0.01%	663
2017 Q4	$8.36K	Hold	240	–	–	﹤0.01%	661
2017 Q3	$8.25K	Buy	+240	New	+$8.09K	﹤0.01%	645

Other funds holding IYH

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Anchor Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 52 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Anchor Investment Management first reported a position in IYH in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.74K in Q3 2018. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Anchor Investment Management held 52 shares of iShares US Healthcare ETF worth $3.46K as of Q2 2026.
Anchor Investment Management left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1045 holding.
Anchor Investment Management first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 36 quarters since.
Anchor Investment Management's iShares US Healthcare ETF position peaked at $9.74K in Q3 2018.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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