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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.05K	Hold	55	–	–	﹤0.01%	913
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	–	986
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

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Anchor Investment Management's IWP Position: Q2 2026 in Review

Anchor Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 55 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Anchor Investment Management first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $18.5K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Anchor Investment Management held 55 shares of iShares Russell Mid-Cap Growth ETF worth $8.05K as of Q2 2026.
Anchor Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #913 holding.
Anchor Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Anchor Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $18.5K in Q3 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.