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Anchor Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Anchor Capital Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,182
Closed -$395K – 248
2024
Q4 		$395K Buy
1,182
+283
+31% +$94.6K 0.01% 216
2024
Q3 		$294K Buy
+899
New +$294K 0.01% 221