Anchor Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.97M | Sell |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $2.99M | Sell |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.78M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.46M | Hold |
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|
2021
Q2 | $2.49M | Sell |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $2.28M | Hold |
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|
2020
Q3 | $1.91M | Hold |
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|
2020
Q2 | $1.78M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $742K | Buy |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $311K | Sell |
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|
2016
Q1 | $325K | Sell |
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|
2015
Q4 | $8.61M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $602K | Buy |
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