Anchor Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Buy |
900
+157
| +21% | +$33.9K | 0.02% | 376 |
|
|
2025
Q1 | $148K | Hold |
743
| – | – | 0.01% | 405 |
|
|
2024
Q4 | $164K | Hold |
743
| – | – | 0.02% | 391 |
|
|
2024
Q3 | $164K | Buy |
743
+47
| +7% | +$10.4K | 0.02% | 399 |
|
|
2024
Q2 | $141K | Hold |
696
| – | – | 0.01% | 393 |
|
|
2024
Q1 | $146K | Hold |
696
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $140K | Hold |
696
| – | – | 0.02% | 399 |
|
|
2023
Q3 | $123K | Buy |
696
+507
| +268% | +$89.6K | 0.02% | 402 |
|
|
2023
Q2 | $35.4K | Hold |
189
| – | – | ﹤0.01% | 560 |
|
|
2023
Q1 | $33.7K | Hold |
189
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $33K | Hold |
189
| – | – | ﹤0.01% | 577 |
|
|
2022
Q3 | $31.2K | Sell |
189
-972
| -84% | -$160K | ﹤0.01% | 578 |
|
|
2022
Q2 | $197K | Sell |
1,161
-257
| -18% | -$43.5K | 0.03% | 350 |
|
|
2022
Q1 | $291K | Sell |
1,418
-456
| -24% | -$93.6K | 0.04% | 322 |
|
|
2021
Q4 | $417K | Buy |
1,874
+1,685
| +892% | +$375K | 0.05% | 274 |
|
|
2021
Q3 | $41.3K | Hold |
189
| – | – | 0.01% | 546 |
|
|
2021
Q2 | $43.4K | Buy |
189
+10
| +6% | +$2.29K | 0.01% | 555 |
|
|
2021
Q1 | $39.5K | Hold |
179
| – | – | 0.01% | 545 |
|
|
2020
Q4 | $35.1K | Hold |
179
| – | – | 0.01% | 522 |
|
|
2020
Q3 | $26.8K | Hold |
179
| – | – | 0.01% | 526 |
|
|
2020
Q2 | $25.6K | Hold |
179
| – | – | 0.01% | 521 |
|
|
2020
Q1 | $20.5K | Hold |
179
| – | – | 0.01% | 533 |
|
|
2019
Q4 | $29.7K | Hold |
179
| – | – | 0.01% | 527 |
|
|
2019
Q3 | $27.1K | Hold |
179
| – | – | 0.01% | 529 |
|
|
2019
Q2 | $27.8K | Sell |
179
-75
| -30% | -$11.7K | 0.01% | 531 |
|
|
2019
Q1 | $38.9K | Hold |
254
| – | – | 0.01% | 480 |
|
|
2018
Q4 | $34K | Sell |
254
-300
| -54% | -$40.2K | 0.01% | 487 |
|
|
2018
Q3 | $93.4K | Sell |
554
-150
| -21% | -$25.3K | 0.02% | 386 |
|
|
2018
Q2 | $115K | Buy |
704
+75
| +12% | +$12.3K | 0.03% | 366 |
|
|
2018
Q1 | $95.5K | Buy |
629
+150
| +31% | +$22.8K | 0.03% | 393 |
|
|
2017
Q4 | $73K | Hold |
479
| – | – | 0.02% | 421 |
|
|
2017
Q3 | $71K | Sell |
479
-100
| -17% | -$14.8K | 0.02% | 411 |
|
|
2017
Q2 | $81.6K | Sell |
579
-60
| -9% | -$8.46K | 0.03% | 344 |
|
|
2017
Q1 | $87.9K | Sell |
639
-180
| -22% | -$24.7K | 0.03% | 332 |
|
|
2016
Q4 | $110K | Sell |
819
-134
| -14% | -$18.1K | 0.04% | 296 |
|
|
2016
Q3 | $118K | Sell |
953
-33
| -3% | -$4.1K | 0.05% | 276 |
|
|
2016
Q2 | $113K | Buy |
986
+893
| +960% | +$103K | 0.04% | 277 |
|
|
2016
Q1 | $10.3K | Buy |
+93
| New | +$10.3K | ﹤0.01% | 488 |
|