Anchor Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.05K	Sell	55 -42	-43%	-$5.68K	﹤0.01%	855
2025 Q4	$13.3K	Sell	97 -33	-25%	-$4.61K	﹤0.01%	782
2025 Q3	$18.5K	Hold	130	–	–	﹤0.01%	738
2025 Q2	$18K	Hold	130	–	–	﹤0.01%	734
2025 Q1	$15.3K	Hold	130	–	–	﹤0.01%	739
2024 Q4	$16.5K	Hold	130	–	–	﹤0.01%	741
2024 Q3	$15.2K	Buy	130 +75	+136%	+$8.39K	﹤0.01%	729
2024 Q2	$6.07K	Hold	55	–	–	﹤0.01%	823
2024 Q1	$6.28K	Buy	+55	New	+$5.95K	﹤0.01%	846
2023 Q2	–	Sell	-46	Closed	-$4.19K	–	987
2023 Q1	$4.19K	Hold	46	–	–	﹤0.01%	850
2022 Q4	$3.85K	Hold	46	–	–	﹤0.01%	824
2022 Q3	$3.61K	Hold	46	–	–	﹤0.01%	841
2022 Q2	$3.64K	Hold	46	–	–	﹤0.01%	848
2022 Q1	$4.62K	Hold	46	–	–	﹤0.01%	854
2021 Q4	$5.3K	Buy	+46	New	+$5.36K	﹤0.01%	863