Anchor Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $834K | Sell |
1,965
-12
| -0.6% | -$5.1K | 0.07% | 205 |
|
2025
Q1 | $714K | Hold |
1,977
| – | – | 0.07% | 223 |
|
2024
Q4 | $794K | Hold |
1,977
| – | – | 0.07% | 206 |
|
2024
Q3 | $742K | Buy |
1,977
+73
| +4% | +$27.4K | 0.07% | 217 |
|
2024
Q2 | $694K | Hold |
1,904
| – | – | 0.07% | 205 |
|
2024
Q1 | $642K | Buy |
1,904
+61
| +3% | +$20.6K | 0.07% | 216 |
|
2023
Q4 | $559K | Buy |
1,843
+70
| +4% | +$21.2K | 0.06% | 223 |
|
2023
Q3 | $472K | Sell |
1,773
-400
| -18% | -$106K | 0.06% | 234 |
|
2023
Q2 | $598K | Buy |
2,173
+40
| +2% | +$11K | 0.08% | 210 |
|
2023
Q1 | $521K | Buy |
2,133
+210
| +11% | +$51.3K | 0.07% | 227 |
|
2022
Q4 | $412K | Sell |
1,923
-370
| -16% | -$79.3K | 0.06% | 244 |
|
2022
Q3 | $482K | Hold |
2,293
| – | – | 0.07% | 227 |
|
2022
Q2 | $501K | Sell |
2,293
-130
| -5% | -$28.4K | 0.07% | 222 |
|
2022
Q1 | $673K | Hold |
2,423
| – | – | 0.08% | 206 |
|
2021
Q4 | $740K | Buy |
2,423
+41
| +2% | +$12.5K | 0.09% | 202 |
|
2021
Q3 | $653K | Hold |
2,382
| – | – | 0.09% | 203 |
|
2021
Q2 | $647K | Sell |
2,382
-79
| -3% | -$21.4K | 0.09% | 204 |
|
2021
Q1 | $598K | Hold |
2,461
| – | – | 0.09% | 201 |
|
2020
Q4 | $593K | Hold |
2,461
| – | – | 0.11% | 172 |
|
2020
Q3 | $534K | Buy |
2,461
+104
| +4% | +$22.6K | 0.11% | 165 |
|
2020
Q2 | $452K | Buy |
2,357
+79
| +3% | +$15.2K | 0.1% | 166 |
|
2020
Q1 | $343K | Buy |
2,278
+1,600
| +236% | +$241K | 0.09% | 184 |
|
2019
Q4 | $119K | Hold |
678
| – | – | 0.03% | 347 |
|
2019
Q3 | $108K | Hold |
678
| – | – | 0.02% | 355 |
|
2019
Q2 | $107K | Buy |
678
+200
| +42% | +$31.5K | 0.03% | 355 |
|
2019
Q1 | $72.4K | Hold |
478
| – | – | 0.02% | 396 |
|
2018
Q4 | $62.6K | Hold |
478
| – | – | 0.02% | 406 |
|
2018
Q3 | $74.6K | Hold |
478
| – | – | 0.02% | 419 |
|
2018
Q2 | $68.7K | Hold |
478
| – | – | 0.02% | 442 |
|
2018
Q1 | $65.1K | Hold |
478
| – | – | 0.02% | 447 |
|
2017
Q4 | $64.4K | Hold |
478
| – | – | 0.02% | 432 |
|
2017
Q3 | $59.8K | Hold |
478
| – | – | 0.02% | 424 |
|
2017
Q2 | $56.9K | Hold |
478
| – | – | 0.02% | 388 |
|
2017
Q1 | $54.4K | Sell |
478
-100
| -17% | -$11.4K | 0.02% | 389 |
|
2016
Q4 | $60.6K | Sell |
578
-200
| -26% | -$21K | 0.02% | 361 |
|
2016
Q3 | $81K | Hold |
778
| – | – | 0.03% | 309 |
|
2016
Q2 | $78.1K | Buy |
+778
| New | +$78.1K | 0.03% | 307 |
|