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