Anchor Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Hold |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $206K | Hold |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $153K | Hold |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $178K | Hold |
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|
2021
Q4 | $183K | Hold |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $99.6K | Buy |
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|
2020
Q2 | $51.2K | Sell |
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|
2020
Q1 | $48.7K | Sell |
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|
2019
Q4 | $84.9K | Sell |
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|
2019
Q3 | $88.4K | Hold |
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|
2019
Q2 | $89.2K | Hold |
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|
2019
Q1 | $88.7K | Hold |
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|
2018
Q4 | $79.6K | Hold |
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|
2018
Q3 | $98.4K | Hold |
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|
2018
Q2 | $97.6K | Hold |
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|
2018
Q1 | $90.2K | Hold |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $91.8K | Buy |
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|
2017
Q2 | $15.9K | Hold |
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|
2017
Q1 | $15.8K | Buy |
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|
2016
Q4 | $12.2K | Hold |
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|
2016
Q3 | $10.8K | Sell |
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|
2016
Q2 | $19.7K | Hold |
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|
2016
Q1 | $18.9K | Buy |
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