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Anchor Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Anchor Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$5.12K – 1063
2025
Q3 		$5.12K Sell
16
-16
-50% -$4.83K ﹤0.01% 902
2025
Q2 		$9.15K Hold
32
– – ﹤0.01% 813
2025
Q1 		$8.18K Hold
32
– – ﹤0.01% 821
2024
Q4 		$9.21K Hold
32
– – ﹤0.01% 805
2024
Q3 		$9.09K Buy
+32
New +$8.77K ﹤0.01% 803
2022
Q4 		– Sell
-40
Closed -$8.26K – 962
2022
Q3 		$8.26K Hold
40
– – ﹤0.01% 746
2022
Q2 		$8.25K Hold
40
– – ﹤0.01% 760
2022
Q1 		$10.2K Hold
40
– – ﹤0.01% 749
2021
Q4 		$11.7K Hold
40
– – ﹤0.01% 764
2021
Q3 		$11.7K Hold
40
– – ﹤0.01% 699
2021
Q2 		$12.5K Hold
40
– – ﹤0.01% 703
2021
Q1 		$12K Hold
40
– – ﹤0.01% 685
2020
Q4 		$11.5K Buy
+40
New +$10.2K ﹤0.01% 662
2019
Q4 		– Sell
-47
Closed -$9.01K – 839
2019
Q3 		$9.01K Hold
47
– – ﹤0.01% 648
2019
Q2 		$9.39K Hold
47
– – ﹤0.01% 638
2019
Q1 		$9.19K Hold
47
– – ﹤0.01% 633
2018
Q4 		$7.85K Hold
47
– – ﹤0.01% 650
2018
Q3 		$10.1K Hold
47
– – ﹤0.01% 650
2018
Q2 		$9.55K Hold
47
– – ﹤0.01% 658
2018
Q1 		$8.91K Hold
47
– – ﹤0.01% 650
2017
Q4 		$8.73K Sell
47
-50
-52% -$9.13K ﹤0.01% 654
2017
Q3 		$17.3K Hold
97
– – 0.01% 568
2017
Q2 		$16.3K Hold
97
– – 0.01% 513
2017
Q1 		$15.6K Sell
97
-30
-24% -$4.76K 0.01% 515
2016
Q4 		$19.5K Hold
127
– – 0.01% 470
2016
Q3 		$18.9K Sell
127
-125
-50% -$18.2K 0.01% 449
2016
Q2 		$34.5K Sell
252
-150
-37% -$20.2K 0.01% 387
2016
Q1 		$53.3K Buy
+402
New +$50.2K 0.02% 338

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anchor Investment Management's IWO Position: Q4 2025 in Review

Anchor Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 16 shares — an estimated $5.12K sold.

Anchor Investment Management first reported a position in IWO in Q1 2016 and held it in 28 quarters. The position peaked at $53.3K in Q1 2016. 1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Anchor Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Anchor Investment Management sold 16 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $5.12K.
  • Anchor Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 28 quarters.
  • Anchor Investment Management's iShares Russell 2000 Growth ETF position peaked at $53.3K in Q1 2016.
  • 1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.