Anchor Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.67M | Hold |
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|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $5.06M | Sell |
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|
2024
Q4 | $5.4M | Sell |
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|
2024
Q3 | $5.79M | Hold |
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|
2024
Q2 | $5.48M | Buy |
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|
2024
Q1 | $5.27M | Buy |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.57M | Hold |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $4.9M | Sell |
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|
2021
Q3 | $4.72M | Sell |
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|
2021
Q2 | $4.74M | Sell |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $3.95M | Sell |
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|
2020
Q2 | $3.85M | Buy |
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|
2020
Q1 | $489K | Hold |
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|
2019
Q4 | $616K | Sell |
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|
2019
Q3 | $576K | Sell |
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|
2019
Q2 | $577K | Hold |
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|
2019
Q1 | $557 | Buy |
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|
2018
Q4 | $341K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q4 | $267K | Hold |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $235K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $205K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $394K | Buy |
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