Anchor Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.8K	Hold	269	–	–	﹤0.01%	634
2026 Q1	$39.7K	Hold	269	–	–	﹤0.01%	616
2025 Q4	$39.9K	Hold	269	–	–	﹤0.01%	622
2025 Q3	$39.2K	Hold	269	–	–	﹤0.01%	617
2025 Q2	$38.3K	Hold	269	–	–	﹤0.01%	615
2025 Q1	$35K	Hold	269	–	–	﹤0.01%	615
2024 Q4	$35.9K	Hold	269	–	–	﹤0.01%	617
2024 Q3	$36K	Hold	269	–	–	﹤0.01%	613
2024 Q2	$32.1K	Hold	269	–	–	﹤0.01%	577
2024 Q1	$33.8K	Hold	269	–	–	﹤0.01%	590
2023 Q4	$30.8K	Sell	269 -269	-50%	-$28.1K	﹤0.01%	592
2023 Q3	$54.3K	Hold	538	–	–	0.01%	496
2023 Q2	$57K	Buy	+538	New	+$53.7K	0.01%	488

Other funds holding IYJ

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

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

PCH

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Anchor Investment Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 269 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Anchor Investment Management first reported a position in IYJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $57K in Q2 2023. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Anchor Investment Management held 269 shares of iShares US Industrials ETF worth $44.8K as of Q2 2026.
Anchor Investment Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #634 holding.
Anchor Investment Management first reported a position in iShares US Industrials ETF in Q2 2023 and has held it in 13 quarters since.
Anchor Investment Management's iShares US Industrials ETF position peaked at $57K in Q2 2023.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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