Anchor Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Anchor Investment Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Sell	3,061 -1,073	-26%	-$161K	0.04%	268
2025 Q1	$525K	Hold	4,134	–	–	0.05%	246
2024 Q4	$576K	Hold	4,134	–	–	0.05%	235
2024 Q3	$545K	Hold	4,134	–	–	0.05%	246
2024 Q2	$527K	Hold	4,134	–	–	0.05%	233
2024 Q1	$485K	Sell	4,134 -502	-11%	-$58.8K	0.05%	251
2023 Q4	$483K	Hold	4,636	–	–	0.06%	243
2023 Q3	$440K	Sell	4,636 -475	-9%	-$45K	0.06%	243
2023 Q2	$499K	Hold	5,111	–	–	0.06%	233
2023 Q1	$454K	Sell	5,111 -175	-3%	-$15.5K	0.06%	237
2022 Q4	$431K	Hold	5,286	–	–	0.06%	239
2022 Q3	$424K	Sell	5,286 -65	-1%	-$5.21K	0.07%	237
2022 Q2	$448K	Hold	5,351	–	–	0.07%	233
2022 Q1	$565K	Sell	5,351 -200	-4%	-$21.1K	0.07%	229
2021 Q4	$642K	Buy	5,551 +5,451	+5,451%	+$630K	0.08%	211
2021 Q3	$10.2K	Hold	100	–	–	﹤0.01%	718
2021 Q2	$10.1K	Hold	100	–	–	﹤0.01%	732
2021 Q1	$9.08K	Hold	100	–	–	﹤0.01%	720
2020 Q4	$8.87K	Hold	100	–	–	﹤0.01%	688
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	684
2020 Q2	$7.19K	Hold	100	–	–	﹤0.01%	664
2020 Q1	$5.71K	Hold	100	–	–	﹤0.01%	680
2019 Q4	$6.76K	Sell	100 -30	-23%	-$2.03K	﹤0.01%	677
2019 Q3	$8.17K	Hold	130	–	–	﹤0.01%	660
2019 Q2	$8.15K	Hold	130	–	–	﹤0.01%	651
2019 Q1	$7.84K	Hold	130	–	–	﹤0.01%	649
2018 Q4	$6.85K	Hold	130	–	–	﹤0.01%	662
2018 Q3	$8.08K	Hold	130	–	–	﹤0.01%	682
2018 Q2	$7.44K	Hold	130	–	–	﹤0.01%	702
2018 Q1	$7.1K	Hold	130	–	–	﹤0.01%	681
2017 Q4	$6.99K	Hold	130	–	–	﹤0.01%	679
2017 Q3	$6.56K	Hold	130	–	–	﹤0.01%	666
2017 Q2	$6.27K	Sell	130 -70	-35%	-$3.37K	﹤0.01%	612
2017 Q1	$9.28K	Hold	200	–	–	﹤0.01%	573
2016 Q4	$8.58K	Hold	200	–	–	﹤0.01%	561
2016 Q3	$8.51K	Hold	200	–	–	﹤0.01%	544
2016 Q2	$8.17K	Hold	200	–	–	﹤0.01%	537
2016 Q1	$8.11K	Buy	+200	New	+$8.11K	﹤0.01%	514