Anchor Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,101
-9
| -0.8% | -$3.06K | 0.03% | 289 |
|
|
2025
Q1 | $340K | Sell |
1,110
-18
| -2% | -$5.52K | 0.03% | 297 |
|
|
2024
Q4 | $363K | Hold |
1,128
| – | – | 0.03% | 285 |
|
|
2024
Q3 | $355K | Hold |
1,128
| – | – | 0.03% | 293 |
|
|
2024
Q2 | $336K | Hold |
1,128
| – | – | 0.03% | 279 |
|
|
2024
Q1 | $325K | Hold |
1,128
| – | – | 0.03% | 289 |
|
|
2023
Q4 | $296K | Buy |
1,128
+881
| +357% | +$231K | 0.03% | 290 |
|
|
2023
Q3 | $58K | Hold |
247
| – | – | 0.01% | 489 |
|
|
2023
Q2 | $60.2K | Hold |
247
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $55.6K | Hold |
247
| – | – | 0.01% | 515 |
|
|
2022
Q4 | $52K | Hold |
247
| – | – | 0.01% | 517 |
|
|
2022
Q3 | $48.7K | Hold |
247
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $51.3K | Hold |
247
| – | – | 0.01% | 529 |
|
|
2022
Q1 | $61.8K | Hold |
247
| – | – | 0.01% | 522 |
|
|
2021
Q4 | $65.3K | Hold |
247
| – | – | 0.01% | 523 |
|
|
2021
Q3 | $59.7K | Hold |
247
| – | – | 0.01% | 498 |
|
|
2021
Q2 | $59.8K | Hold |
247
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $55.3K | Hold |
247
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $52.3K | Buy |
247
+50
| +25% | +$10.6K | 0.01% | 460 |
|
|
2020
Q3 | $36.9K | Hold |
197
| – | – | 0.01% | 482 |
|
|
2020
Q2 | $33.8K | Sell |
197
-100
| -34% | -$17.2K | 0.01% | 487 |
|
|
2020
Q1 | $42K | Hold |
297
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $53K | Hold |
297
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $48.9K | Hold |
297
| – | – | 0.01% | 456 |
|
|
2019
Q2 | $48.3K | Buy |
297
+50
| +20% | +$8.14K | 0.01% | 454 |
|
|
2019
Q1 | $38.9K | Hold |
247
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $34.3K | Hold |
247
| – | – | 0.01% | 486 |
|
|
2018
Q3 | $39.9K | Hold |
247
| – | – | 0.01% | 505 |
|
|
2018
Q2 | $37.5K | Buy |
247
+40
| +19% | +$6.08K | 0.01% | 520 |
|
|
2018
Q1 | $30.4K | Hold |
207
| – | – | 0.01% | 533 |
|
|
2017
Q4 | $30.8K | Hold |
207
| – | – | 0.01% | 521 |
|
|
2017
Q3 | $29K | Sell |
207
-53
| -20% | -$7.41K | 0.01% | 519 |
|
|
2017
Q2 | $35.2K | Hold |
260
| – | – | 0.01% | 440 |
|
|
2017
Q1 | $34.1K | Buy |
260
+110
| +73% | +$14.4K | 0.01% | 430 |
|
|
2016
Q4 | $18.7K | Hold |
150
| – | – | 0.01% | 473 |
|
|
2016
Q3 | $18.1K | Hold |
150
| – | – | 0.01% | 457 |
|
|
2016
Q2 | $17.5K | Hold |
150
| – | – | 0.01% | 454 |
|
|
2016
Q1 | $17.1K | Buy |
+150
| New | +$17.1K | 0.01% | 436 |
|