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iShares S&P SmallCap 600 Index shares owned by Anchor Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Anchor Investment Management from 13F filings

Historical chart of Anchor Investment Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Anchor Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 118.83
2025-06-30 $1.2M 11k 109.29
2025-03-31 $1.2M 11k 104.57
2024-12-31 $1.6M 14k 115.22
2024-09-30 $1.3M 11k 116.96
2024-06-30 $73k 681 106.66
2024-03-31 $75k 681 110.52
2023-12-31 $74k 681 108.25
2023-09-30 $69k 736 94.33
2023-06-30 $73k 731 99.65
2023-03-31 $71k 731 96.70
2022-12-31 $42k 448 94.64
2022-09-30 $39k 448 87.19
2022-06-30 $41k 448 92.41
2022-03-31 $48k 441 107.88
2021-12-31 $58k 507 114.51
2021-09-30 $40k 367 109.19
2021-06-30 $42k 367 112.98
2021-03-31 $40k 367 108.53
2020-12-31 $35k 376 91.90
2020-09-30 $26k 376 70.23
2020-06-30 $26k 376 68.29
2020-03-31 $23k 401 56.11
2019-12-31 $34k 401 83.85
2019-09-30 $31k 401 77.84
2019-06-30 $31k 401 78.28
2019-03-31 $31k 401 77.15
2018-12-31 $48k 692 69.32
2018-09-30 $60k 692 87.24
2018-06-30 $58k 692 83.46
2018-03-31 $55k 714 77.01
2017-12-31 $55k 714 76.81
2017-09-30 $43k 572 74.22
2017-06-30 $5.0k 72 70.11
2017-03-31 $5.0k 72 69.17
2016-12-31 $5.0k 36 137.53
2016-09-30 $4.5k 36 124.14
2016-06-30 $4.2k 36 116.22
2016-03-31 $4.1k 36 112.58

More positions owned by Anchor Investment Management

Microsoft Corp Stock (MSFT)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Schwab U.s. Large-cap Etf Etf (SCHX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco Qqq Trust Series I Etf (QQQ)
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Vanguard Information Technology Etf Etf (VGT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Johnson & Johnson Stock (JNJ)

View all positions for Anchor Investment Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index