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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return