Anchor Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Buy |
|
|||||
|
2025
Q1 | $148K | Hold |
|
|||||
|
2024
Q4 | $164K | Hold |
|
|||||
|
2024
Q3 | $164K | Buy |
|
|||||
|
2024
Q2 | $141K | Hold |
|
|||||
|
2024
Q1 | $146K | Hold |
|
|||||
|
2023
Q4 | $140K | Hold |
|
|||||
|
2023
Q3 | $123K | Buy |
|
|||||
|
2023
Q2 | $35.4K | Hold |
|
|||||
|
2023
Q1 | $33.7K | Hold |
|
|||||
|
2022
Q4 | $33K | Hold |
|
|||||
|
2022
Q3 | $31.2K | Sell |
|
|||||
|
2022
Q2 | $197K | Sell |
|
|||||
|
2022
Q1 | $291K | Sell |
|
|||||
|
2021
Q4 | $417K | Buy |
|
|||||
|
2021
Q3 | $41.3K | Hold |
|
|||||
|
2021
Q2 | $43.4K | Buy |
|
|||||
|
2021
Q1 | $39.5K | Hold |
|
|||||
|
2020
Q4 | $35.1K | Hold |
|
|||||
|
2020
Q3 | $26.8K | Hold |
|
|||||
|
2020
Q2 | $25.6K | Hold |
|
|||||
|
2020
Q1 | $20.5K | Hold |
|
|||||
|
2019
Q4 | $29.7K | Hold |
|
|||||
|
2019
Q3 | $27.1K | Hold |
|
|||||
|
2019
Q2 | $27.8K | Sell |
|
|||||
|
2019
Q1 | $38.9K | Hold |
|
|||||
|
2018
Q4 | $34K | Sell |
|
|||||
|
2018
Q3 | $93.4K | Sell |
|
|||||
|
2018
Q2 | $115K | Buy |
|
|||||
|
2018
Q1 | $95.5K | Buy |
|
|||||
|
2017
Q4 | $73K | Hold |
|
|||||
|
2017
Q3 | $71K | Sell |
|
|||||
|
2017
Q2 | $81.6K | Sell |
|
|||||
|
2017
Q1 | $87.8K | Sell |
|
|||||
|
2016
Q4 | $110K | Sell |
|
|||||
|
2016
Q3 | $118K | Sell |
|
|||||
|
2016
Q2 | $113K | Buy |
|
|||||
|
2016
Q1 | $10.3K | Buy |
|