Anchor Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Buy	1,237 +1	+0.1%	+$194	0.02%	359
2025 Q4	$224K	Hold	1,236	–	–	0.02%	363
2025 Q3	$218K	Buy	1,236 +2	+0.2%	+$338	0.02%	371
2025 Q2	$195K	Hold	1,234	–	–	0.02%	375
2025 Q1	$186K	Hold	1,234	–	–	0.02%	369
2024 Q4	$203K	Hold	1,234	–	–	0.02%	363
2024 Q3	$206K	Hold	1,234	–	–	0.02%	365
2024 Q2	$188K	Buy	1,234 +73	+6%	+$11.2K	0.02%	359
2024 Q1	$184K	Hold	1,161	–	–	0.02%	365
2023 Q4	$180K	Sell	1,161 -20	-2%	-$2.77K	0.02%	365
2023 Q3	$160K	Buy	1,181 +77	+7%	+$11K	0.02%	371
2023 Q2	$155K	Hold	1,104	–	–	0.02%	375
2023 Q1	$151K	Hold	1,104	–	–	0.02%	385
2022 Q4	$153K	Hold	1,104	–	–	0.02%	378
2022 Q3	$142K	Hold	1,104	–	–	0.02%	382
2022 Q2	$150K	Hold	1,104	–	–	0.02%	395
2022 Q1	$178K	Hold	1,104	–	–	0.02%	388
2021 Q4	$183K	Hold	1,104	–	–	0.02%	387
2021 Q3	$177K	Hold	1,104	–	–	0.02%	373
2021 Q2	$183K	Hold	1,104	–	–	0.03%	376
2021 Q1	$176K	Buy	1,104 +101	+10%	+$15.3K	0.03%	364
2020 Q4	$132K	Hold	1,003	–	–	0.02%	352
2020 Q3	$99.6K	Buy	1,003 +478	+91%	+$48.6K	0.02%	361
2020 Q2	$51.2K	Sell	525 -69	-12%	-$6.28K	0.01%	429
2020 Q1	$48.7K	Sell	594 -66	-10%	-$7.4K	0.01%	422
2019 Q4	$84.9K	Sell	660 -80	-11%	-$9.89K	0.02%	393
2019 Q3	$88.4K	Hold	740	–	–	0.02%	378
2019 Q2	$89.2K	Hold	740	–	–	0.02%	379
2019 Q1	$88.7K	Hold	740	–	–	0.02%	381
2018 Q4	$79.6K	Hold	740	–	–	0.02%	375
2018 Q3	$98.4K	Hold	740	–	–	0.02%	380
2018 Q2	$97.6K	Hold	740	–	–	0.02%	389
2018 Q1	$90.2K	Hold	740	–	–	0.02%	401
2017 Q4	$93K	Hold	740	–	–	0.02%	380
2017 Q3	$91.8K	Buy	740 +606	+452%	+$71.4K	0.03%	368
2017 Q2	$15.9K	Hold	134	–	–	0.01%	517
2017 Q1	$15.8K	Buy	134 +31	+30%	+$3.68K	0.01%	514
2016 Q4	$12.2K	Hold	103	–	–	﹤0.01%	519
2016 Q3	$10.8K	Sell	103 -100	-49%	-$10.2K	﹤0.01%	521
2016 Q2	$19.7K	Hold	203	–	–	0.01%	443
2016 Q1	$18.9K	Buy	+203	New	+$17.6K	0.01%	425

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Anchor Investment Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.08% in Q1 2026, buying an estimated $194 and bringing the position to 1,237 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #359.

Anchor Investment Management first reported a position in IWN in Q1 2016 and has held it in 41 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Anchor Investment Management held 1,237 shares of iShares Russell 2000 Value ETF worth $235K as of Q1 2026.
Anchor Investment Management bought 1 iShares Russell 2000 Value ETF share in Q1 2026, an estimated $194.
iShares Russell 2000 Value ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #359 holding.
Anchor Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and has held it in 41 quarters since.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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