Anchor Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,519	Closed	-$600K	–	1082
2025 Q4	$600K	Hold	3,519	–	–	0.05%	253
2025 Q3	$585K	Hold	3,519	–	–	0.05%	249
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	+$281K	0.06%	227

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Anchor Investment Management's IWL Position: Q1 2026 in Review

Anchor Investment Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 3,519 shares — an estimated $600K sold.

Anchor Investment Management first reported a position in IWL in Q3 2020 and held it in 22 quarters. The position peaked at $600K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Anchor Investment Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
Anchor Investment Management sold 3,519 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $600K.
Anchor Investment Management first reported a position in iShares Russell Top 200 ETF in Q3 2020 and held it in 22 quarters.
Anchor Investment Management's iShares Russell Top 200 ETF position peaked at $600K in Q4 2025.
225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.