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Anchor Investment Management’s iShares Global Utilities ETF JXI Stock Holding History

Anchor Investment Management’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95K Hold
1,100
– – 0.01% 492
2025
Q4 		$86.5K Hold
1,100
– – 0.01% 512
2025
Q3 		$85.4K Hold
1,100
– – 0.01% 520
2025
Q2 		$81.1K Hold
1,100
– – 0.01% 517
2025
Q1 		$76K Sell
1,100
-20
-2% -$1.33K 0.01% 505
2024
Q4 		$71.8K Hold
1,120
– – 0.01% 519
2024
Q3 		$79.2K Hold
1,120
– – 0.01% 507
2024
Q2 		$67.1K Hold
1,120
– – 0.01% 487
2024
Q1 		$66.1K Hold
1,120
– – 0.01% 495
2023
Q4 		$65.5K Buy
1,120
+300
+37% +$16.9K 0.01% 491
2023
Q3 		$44.3K Buy
820
+20
+3% +$1.17K 0.01% 527
2023
Q2 		$47.8K Hold
800
– – 0.01% 516
2023
Q1 		$48.4K Hold
800
– – 0.01% 541
2022
Q4 		$48.1K Hold
800
– – 0.01% 530
2022
Q3 		$43.8K Hold
800
– – 0.01% 526
2022
Q2 		$48.1K Hold
800
– – 0.01% 541
2022
Q1 		$52.7K Hold
800
– – 0.01% 542
2021
Q4 		$51.8K Hold
800
– – 0.01% 560
2021
Q3 		$47.1K Hold
800
– – 0.01% 536
2021
Q2 		$47.5K Hold
800
– – 0.01% 538
2021
Q1 		$48.4K Hold
800
– – 0.01% 516
2020
Q4 		$48.1K Hold
800
– – 0.01% 471
2020
Q3 		$44.9K Sell
800
-100
-11% -$5.61K 0.01% 449
2020
Q2 		$48K Hold
900
– – 0.01% 438
2020
Q1 		$45.6K Hold
900
– – 0.01% 437
2019
Q4 		$52.8K Sell
900
-650
-42% -$37.5K 0.01% 450
2019
Q3 		$90.4K Hold
1,550
– – 0.02% 375
2019
Q2 		$84.6K Sell
1,550
-200
-11% -$10.8K 0.02% 382
2019
Q1 		$94.6K Hold
1,750
– – 0.02% 370
2018
Q4 		$85.9K Sell
1,750
-100
-5% -$5.01K 0.02% 368
2018
Q3 		$91.1K Hold
1,850
– – 0.02% 390
2018
Q2 		$90.6K Hold
1,850
– – 0.02% 397
2018
Q1 		$90.8K Hold
1,850
– – 0.02% 399
2017
Q4 		$91.6K Hold
1,850
– – 0.02% 385
2017
Q3 		$93.8K Hold
1,850
– – 0.03% 365
2017
Q2 		$90.7K Hold
1,850
– – 0.03% 327
2017
Q1 		$89.2K Hold
1,850
– – 0.03% 330
2016
Q4 		$82.7K Buy
+1,850
New +$83.5K 0.03% 330

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Anchor Investment Management held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 1,100 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #492.

Anchor Investment Management first reported a position in JXI in Q4 2016 and has held it in 38 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Anchor Investment Management held 1,100 shares of iShares Global Utilities ETF worth $95K as of Q1 2026.
  • Anchor Investment Management left its iShares Global Utilities ETF share count unchanged in Q1 2026.
  • iShares Global Utilities ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #492 holding.
  • Anchor Investment Management first reported a position in iShares Global Utilities ETF in Q4 2016 and has held it in 38 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

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