Anchor Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.7K	Hold	257	–	–	﹤0.01%	612
2025 Q4	$42.6K	Hold	257	–	–	﹤0.01%	612
2025 Q3	$41.8K	Hold	257	–	–	﹤0.01%	612
2025 Q2	$38.8K	Hold	257	–	–	﹤0.01%	613
2025 Q1	$35K	Hold	257	–	–	﹤0.01%	616
2024 Q4	$36.8K	Hold	257	–	–	﹤0.01%	611
2024 Q3	$35.9K	Hold	257	–	–	﹤0.01%	614
2024 Q2	$34K	Hold	257	–	–	﹤0.01%	570
2024 Q1	$32.9K	Hold	257	–	–	﹤0.01%	594
2023 Q4	$29.9K	Sell	257 -257	-50%	-$27.9K	﹤0.01%	597
2023 Q3	$53.7K	Hold	514	–	–	0.01%	498
2023 Q2	$55.7K	Buy	+514	New	+$52.6K	0.01%	491

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Anchor Investment Management's IYY Position: Q1 2026 in Review

Anchor Investment Management held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 257 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Anchor Investment Management first reported a position in IYY in Q2 2023 and has held it in 12 quarters since. The position peaked at $55.7K in Q2 2023. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Anchor Investment Management held 257 shares of iShares Dow Jones US ETF worth $40.7K as of Q1 2026.
Anchor Investment Management left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #612 holding.
Anchor Investment Management first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 12 quarters since.
Anchor Investment Management's iShares Dow Jones US ETF position peaked at $55.7K in Q2 2023.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.