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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.17M | Buy |
14,486
+1
| +0% | +$373 | 0.15% | 97 |
|
|
2025
Q4 | $5.41M | Sell |
14,485
-1,024
| -7% | -$379K | 0.16% | 100 |
|
|
2025
Q3 | $5.67M | Hold |
15,509
| – | – | 0.16% | 101 |
|
|
2025
Q2 | $5.27M | Sell |
15,509
-993
| -6% | -$312K | 0.15% | 107 |
|
|
2025
Q1 | $5.06M | Sell |
16,502
-265
| -2% | -$85.7K | 0.15% | 111 |
|
|
2024
Q4 | $5.4M | Sell |
16,767
-1,659
| -9% | -$537K | 0.15% | 114 |
|
|
2024
Q3 | $5.79M | Hold |
18,426
| – | – | 0.15% | 112 |
|
|
2024
Q2 | $5.48M | Buy |
18,426
+142
| +0.8% | +$40.8K | 0.15% | 110 |
|
|
2024
Q1 | $5.27M | Buy |
18,284
+128
| +0.7% | +$35.1K | 0.14% | 112 |
|
|
2023
Q4 | $4.76M | Sell |
18,156
-285
| -2% | -$69.8K | 0.13% | 106 |
|
|
2023
Q3 | $4.33M | Sell |
18,441
-325
| -2% | -$79.6K | 0.12% | 108 |
|
|
2023
Q2 | $4.57M | Hold |
18,766
| – | – | 0.12% | 111 |
|
|
2023
Q1 | $4.23M | Sell |
18,766
-690
| -4% | -$152K | 0.11% | 107 |
|
|
2022
Q4 | $4.1M | Buy |
19,456
+580
| +3% | +$123K | 0.11% | 109 |
|
|
2022
Q3 | $3.73M | Sell |
18,876
-117
| -0.6% | -$25.7K | 0.1% | 111 |
|
|
2022
Q2 | $3.95M | Sell |
18,993
-10
| -0.1% | -$2.26K | 0.1% | 114 |
|
|
2022
Q1 | $4.75M | Buy |
19,003
+467
| +3% | +$115K | 0.1% | 117 |
|
|
2021
Q4 | $4.9M | Sell |
18,536
-997
| -5% | -$257K | 0.1% | 114 |
|
|
2021
Q3 | $4.72M | Sell |
19,533
-25
| -0.1% | -$6.21K | 0.1% | 111 |
|
|
2021
Q2 | $4.74M | Sell |
19,558
-900
| -4% | -$212K | 0.1% | 115 |
|
|
2021
Q1 | $4.58M | Buy |
20,458
+5
| +0% | +$1.09K | 0.1% | 110 |
|
|
2020
Q4 | $4.33M | Sell |
20,453
-665
| -3% | -$133K | 0.1% | 116 |
|
|
2020
Q3 | $3.95M | Sell |
21,118
-1,305
| -6% | -$241K | 0.1% | 119 |
|
|
2020
Q2 | $3.85M | Buy |
22,423
+18,970
| +549% | +$3.07M | 0.1% | 113 |
|
|
2020
Q1 | $489K | Hold |
3,453
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $616K | Sell |
3,453
-50
| -1% | -$8.53K | 0.01% | 194 |
|
|
2019
Q3 | $576K | Sell |
3,503
-40
| -1% | -$6.56K | 0.02% | 199 |
|
|
2019
Q2 | $577K | Hold |
3,543
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $557 | Buy |
3,543
+1,085
| +44% | +$164K | 0.01% | 190 |
|
|
2018
Q4 | $341K | Hold |
2,458
| – | – | 0.01% | 234 |
|
|
2018
Q3 | $398K | Hold |
2,458
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $374K | Buy |
2,458
+185
| +8% | +$27.9K | 0.01% | 240 |
|
|
2018
Q1 | $334K | Buy |
2,273
+480
| +27% | +$72.9K | 0.01% | 270 |
|
|
2017
Q4 | $267K | Hold |
1,793
| – | – | 0.01% | 251 |
|
|
2017
Q3 | $251K | Hold |
1,793
| – | – | 0.01% | 243 |
|
|
2017
Q2 | $243K | Hold |
1,793
| – | – | 0.01% | 248 |
|
|
2017
Q1 | $235K | Hold |
1,793
| – | – | 0.01% | 256 |
|
|
2016
Q4 | $223K | Hold |
1,793
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $216K | Hold |
1,793
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $210K | Hold |
1,793
| – | – | 0.01% | 278 |
|
|
2016
Q1 | $205K | Buy |
+1,793
| New | +$194K | ﹤0.01% | 271 |
|
|
2015
Q4 | – | Sell |
-3,680
| Closed | -$394K | – | 301 |
|
|
2015
Q3 | $394K | Buy |
+3,680
| New | +$418K | 0.01% | 229 |
|
Other funds holding IWB
