Anchor Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
30,806
-4,395
| -12% | -$404K | 0.08% | 117 |
|
|
2025
Q1 | $2.99M | Sell |
35,201
-594
| -2% | -$50.5K | 0.09% | 118 |
|
|
2024
Q4 | $3.16M | Buy |
35,795
+558
| +2% | +$49.3K | 0.09% | 120 |
|
|
2024
Q3 | $3.11M | Buy |
35,237
+1,100
| +3% | +$97K | 0.08% | 119 |
|
|
2024
Q2 | $2.77M | Buy |
34,137
+1,107
| +3% | +$89.8K | 0.08% | 118 |
|
|
2024
Q1 | $2.78M | Buy |
33,030
+1,406
| +4% | +$118K | 0.07% | 118 |
|
|
2023
Q4 | $2.46M | Buy |
31,624
+140
| +0.4% | +$10.9K | 0.06% | 119 |
|
|
2023
Q3 | $2.18M | Buy |
31,484
+75
| +0.2% | +$5.19K | 0.06% | 128 |
|
|
2023
Q2 | $2.29M | Sell |
31,409
-56
| -0.2% | -$4.09K | 0.06% | 134 |
|
|
2023
Q1 | $2.2M | Sell |
31,465
-80
| -0.3% | -$5.59K | 0.06% | 131 |
|
|
2022
Q4 | $2.13M | Buy |
31,545
+70
| +0.2% | +$4.72K | 0.05% | 134 |
|
|
2022
Q3 | $1.96M | Sell |
31,475
-255
| -0.8% | -$15.8K | 0.05% | 136 |
|
|
2022
Q2 | $2.05M | Sell |
31,730
-60
| -0.2% | -$3.88K | 0.05% | 139 |
|
|
2022
Q1 | $2.48M | Sell |
31,790
-25
| -0.1% | -$1.95K | 0.05% | 139 |
|
|
2021
Q4 | $2.64M | Buy |
31,815
+399
| +1% | +$33.1K | 0.05% | 138 |
|
|
2021
Q3 | $2.46M | Hold |
31,416
| – | – | 0.05% | 136 |
|
|
2021
Q2 | $2.49M | Sell |
31,416
-2,200
| -7% | -$174K | 0.05% | 138 |
|
|
2021
Q1 | $2.49M | Buy |
33,616
+410
| +1% | +$30.3K | 0.05% | 136 |
|
|
2020
Q4 | $2.28M | Hold |
33,206
| – | – | 0.05% | 140 |
|
|
2020
Q3 | $1.91M | Hold |
33,206
| – | – | 0.05% | 137 |
|
|
2020
Q2 | $1.78M | Buy |
+33,206
| New | +$1.78M | 0.05% | 135 |
|
|
2017
Q1 | – | Sell |
-16,588
| Closed | -$742K | – | 285 |
|
|
2016
Q4 | $742K | Buy |
16,588
+9,588
| +137% | +$429K | 0.03% | 185 |
|
|
2016
Q3 | $305K | Sell |
7,000
-404
| -5% | -$17.6K | 0.01% | 246 |
|
|
2016
Q2 | $311K | Sell |
7,404
-584
| -7% | -$24.5K | 0.01% | 247 |
|
|
2016
Q1 | $325K | Sell |
7,988
-207,004
| -96% | -$8.42M | 0.01% | 241 |
|
|
2015
Q4 | $8.61M | Buy |
+214,992
| New | +$8.61M | 0.22% | 96 |
|
|
2015
Q1 | – | Sell |
-14,404
| Closed | -$602K | – | 307 |
|
|
2014
Q4 | $602K | Buy |
+14,404
| New | +$602K | 0.01% | 232 |
|