Anchor Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$113K	Hold	1,189	–	–	0.01%	456
2025 Q1	$110K	Hold	1,189	–	–	0.01%	444
2024 Q4	$110K	Hold	1,189	–	–	0.01%	449
2024 Q3	$114K	Hold	1,189	–	–	0.01%	444
2024 Q2	$105K	Sell	1,189 -1,712	-59%	-$151K	0.01%	426
2024 Q1	$262K	Sell	2,901 -378	-12%	-$34.2K	0.03%	323
2023 Q4	$277K	Hold	3,279	–	–	0.03%	299
2023 Q3	$245K	Hold	3,279	–	–	0.03%	308
2023 Q2	$257K	Hold	3,279	–	–	0.03%	304
2023 Q1	$242K	Hold	3,279	–	–	0.03%	315
2022 Q4	$232K	Hold	3,279	–	–	0.03%	318
2022 Q3	$205K	Sell	3,279 -38	-1%	-$2.38K	0.03%	335
2022 Q2	$222K	Hold	3,317	–	–	0.03%	334
2022 Q1	$252K	Hold	3,317	–	–	0.03%	346
2021 Q4	$253K	Buy	3,317 +3,137	+1,743%	+$239K	0.03%	348
2021 Q3	$12.8K	Hold	180	–	–	﹤0.01%	685
2021 Q2	$13K	Hold	180	–	–	﹤0.01%	699
2021 Q1	$12.4K	Hold	180	–	–	﹤0.01%	680
2020 Q4	$11.2K	Hold	180	–	–	﹤0.01%	665
2020 Q3	$9.77K	Hold	180	–	–	﹤0.01%	658
2020 Q2	$9.4K	Hold	180	–	–	﹤0.01%	645
2020 Q1	$8.31K	Hold	180	–	–	﹤0.01%	646
2019 Q4	$11.3K	Hold	180	–	–	﹤0.01%	633
2019 Q3	$10.4K	Hold	180	–	–	﹤0.01%	633
2019 Q2	$10.2K	Hold	180	–	–	﹤0.01%	627
2019 Q1	$9.87K	Hold	180	–	–	﹤0.01%	625
2018 Q4	$8.84K	Hold	180	–	–	﹤0.01%	634
2018 Q3	$10.1K	Hold	180	–	–	﹤0.01%	646
2018 Q2	$9.66K	Hold	180	–	–	﹤0.01%	657
2018 Q1	$9.56K	Hold	180	–	–	﹤0.01%	644
2017 Q4	$9.97K	Hold	180	–	–	﹤0.01%	637
2017 Q3	$9.42K	Hold	180	–	–	﹤0.01%	628
2017 Q2	$9.17K	Hold	180	–	–	﹤0.01%	575
2017 Q1	$9.09K	Hold	180	–	–	﹤0.01%	574
2016 Q4	$8.84K	Hold	180	–	–	﹤0.01%	558
2016 Q3	$8.3K	Hold	180	–	–	﹤0.01%	545
2016 Q2	$8.06K	Hold	180	–	–	﹤0.01%	539
2016 Q1	$7.72K	Buy	+180	New	+$7.72K	﹤0.01%	518