Anchor Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Hold |
3,519
| – | – | 0.05% | 251 |
|
|
2025
Q1 | $484K | Hold |
3,519
| – | – | 0.05% | 257 |
|
|
2024
Q4 | $509K | Hold |
3,519
| – | – | 0.05% | 253 |
|
|
2024
Q3 | $494K | Hold |
3,519
| – | – | 0.05% | 261 |
|
|
2024
Q2 | $471K | Hold |
3,519
| – | – | 0.05% | 244 |
|
|
2024
Q1 | $447K | Hold |
3,519
| – | – | 0.05% | 257 |
|
|
2023
Q4 | $405K | Hold |
3,519
| – | – | 0.05% | 264 |
|
|
2023
Q3 | $364K | Hold |
3,519
| – | – | 0.05% | 266 |
|
|
2023
Q2 | $375K | Hold |
3,519
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $342K | Hold |
3,519
| – | – | 0.05% | 271 |
|
|
2022
Q4 | $317K | Hold |
3,519
| – | – | 0.05% | 273 |
|
|
2022
Q3 | $299K | Hold |
3,519
| – | – | 0.05% | 271 |
|
|
2022
Q2 | $316K | Hold |
3,519
| – | – | 0.05% | 283 |
|
|
2022
Q1 | $380K | Hold |
3,519
| – | – | 0.05% | 284 |
|
|
2021
Q4 | $401K | Hold |
3,519
| – | – | 0.05% | 279 |
|
|
2021
Q3 | $363K | Hold |
3,519
| – | – | 0.05% | 270 |
|
|
2021
Q2 | $362K | Hold |
3,519
| – | – | 0.05% | 276 |
|
|
2021
Q1 | $333K | Hold |
3,519
| – | – | 0.05% | 270 |
|
|
2020
Q4 | $318K | Hold |
3,519
| – | – | 0.06% | 227 |
|
|
2020
Q3 | $286K | Buy |
+3,519
| New | +$286K | 0.06% | 227 |
|