Anchor Investment Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $335K | Sell |
1,849
-29
| -2% | -$5.6K | 0.03% | 308 |
|
|
2025
Q4 | $375K | Sell |
1,878
-30
| -2% | -$6K | 0.03% | 293 |
|
|
2025
Q3 | $374K | Sell |
1,908
-114
| -6% | -$20.9K | 0.03% | 288 |
|
|
2025
Q2 | $350K | Hold |
2,022
| – | – | 0.03% | 295 |
|
|
2025
Q1 | $284K | Sell |
2,022
-48
| -2% | -$7.48K | 0.03% | 315 |
|
|
2024
Q4 | $330K | Sell |
2,070
-44
| -2% | -$6.96K | 0.03% | 295 |
|
|
2024
Q3 | $321K | Sell |
2,114
-28
| -1% | -$4.12K | 0.03% | 299 |
|
|
2024
Q2 | $322K | Sell |
2,142
-55
| -3% | -$7.6K | 0.03% | 284 |
|
|
2024
Q1 | $297K | Sell |
2,197
-51
| -2% | -$6.64K | 0.03% | 296 |
|
|
2023
Q4 | $276K | Sell |
2,248
-6
| -0.3% | -$680 | 0.03% | 300 |
|
|
2023
Q3 | $236K | Hold |
2,254
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $245K | Buy |
2,254
+290
| +15% | +$28.5K | 0.03% | 308 |
|
|
2023
Q1 | $182K | Hold |
1,964
| – | – | 0.02% | 359 |
|
|
2022
Q4 | $146K | Sell |
1,964
-839
| -30% | -$64.2K | 0.02% | 385 |
|
|
2022
Q3 | $206K | Sell |
2,803
-38
| -1% | -$3.22K | 0.03% | 334 |
|
|
2022
Q2 | $227K | Sell |
2,841
-107
| -4% | -$9.47K | 0.03% | 330 |
|
|
2022
Q1 | $304K | Sell |
2,948
-1,270
| -30% | -$130K | 0.04% | 314 |
|
|
2021
Q4 | $484K | Sell |
4,218
-156
| -4% | -$17.3K | 0.06% | 252 |
|
|
2021
Q3 | $443K | Sell |
4,374
-53
| -1% | -$5.53K | 0.06% | 247 |
|
|
2021
Q2 | $440K | Buy |
4,427
+40
| +0.9% | +$3.73K | 0.06% | 250 |
|
|
2021
Q1 | $385K | Sell |
4,387
-2,210
| -34% | -$194K | 0.06% | 246 |
|
|
2020
Q4 | $561K | Buy |
6,597
+3,173
| +93% | +$254K | 0.1% | 174 |
|
|
2020
Q3 | $258K | Hold |
3,424
| – | – | 0.05% | 239 |
|
|
2020
Q2 | $231K | Hold |
3,424
| – | – | 0.05% | 241 |
|
|
2020
Q1 | $175K | Sell |
3,424
-64
| -2% | -$3.71K | 0.05% | 266 |
|
|
2019
Q4 | $203K | Sell |
3,488
-24
| -0.7% | -$1.3K | 0.04% | 294 |
|
|
2019
Q3 | $179K | Sell |
3,512
-732
| -17% | -$37.2K | 0.04% | 304 |
|
|
2019
Q2 | $210K | Buy |
4,244
+548
| +15% | +$26.8K | 0.05% | 286 |
|
|
2019
Q1 | $176K | Sell |
3,696
-2,740
| -43% | -$122K | 0.04% | 306 |
|
|
2018
Q4 | $257K | Sell |
6,436
-2,920
| -31% | -$126K | 0.07% | 229 |
|
|
2018
Q3 | $454K | Hold |
9,356
| – | – | 0.1% | 197 |
|
|
2018
Q2 | $417K | Hold |
9,356
| – | – | 0.1% | 203 |
|
|
2018
Q1 | $393K | Hold |
9,356
| – | – | 0.1% | 208 |
|
|
2017
Q4 | $381K | Buy |
9,356
+2,412
| +35% | +$96.7K | 0.1% | 206 |
|
|
2017
Q3 | $260K | Buy |
+6,944
| New | +$254K | 0.08% | 242 |
|
Other funds holding IYW
PCH
RIG
Anchor Investment Management's IYW Position: Q1 2026 in Review
Anchor Investment Management reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q1 2026, selling an estimated $5.6K and leaving 1,849 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #308.
Anchor Investment Management first reported a position in IYW in Q3 2017 and has held it in 35 quarters since. The position peaked at $561K in Q4 2020. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.
- Anchor Investment Management held 1,849 shares of iShares US Technology ETF worth $335K as of Q1 2026.
- Anchor Investment Management sold 29 iShares US Technology ETF shares in Q1 2026, an estimated $5.6K.
- iShares US Technology ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #308 holding.
- Anchor Investment Management first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 35 quarters since.
- Anchor Investment Management's iShares US Technology ETF position peaked at $561K in Q4 2020.
- 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.