Anchor Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $107K | Hold |
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|
2025
Q1 | $99.4K | Sell |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $78.6K | Sell |
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|
2024
Q1 | $95.6K | Hold |
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|
2023
Q4 | $88.4K | Hold |
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|
2023
Q3 | $78.7K | Hold |
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|
2023
Q2 | $83K | Buy |
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|
2023
Q1 | $69K | Buy |
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|
2022
Q4 | $17.5K | Hold |
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|
2022
Q3 | $16.1K | Hold |
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|
2022
Q2 | $16.7K | Sell |
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|
2022
Q1 | $22.8K | Hold |
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|
2021
Q4 | $24.2K | Hold |
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|
2021
Q3 | $22.8K | Hold |
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|
2021
Q2 | $23.1K | Buy |
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|
2021
Q1 | $6.8K | Hold |
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|
2020
Q4 | $6.31K | Hold |
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|
2020
Q3 | $5.28K | Hold |
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|
2020
Q2 | $4.93K | Hold |
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|
2020
Q1 | $3.97K | Hold |
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|
2019
Q4 | $5.49K | Hold |
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|
2019
Q3 | $5.15K | Hold |
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|
2019
Q2 | $5.14K | Hold |
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|
2019
Q1 | $4.96K | Hold |
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|
2018
Q4 | $4.28K | Hold |
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|
2018
Q3 | $5.07K | Hold |
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|
2018
Q2 | $4.88K | Hold |
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|
2018
Q1 | $4.75K | Hold |
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|
2017
Q4 | $4.79K | Hold |
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|
2017
Q3 | $4.53K | Hold |
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|
2017
Q2 | $4.42K | Sell |
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|
2017
Q1 | $18.3K | Buy |
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|
2016
Q4 | $13.4K | Hold |
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|
2016
Q3 | $13.1K | Hold |
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|
2016
Q2 | $12.6K | Hold |
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|
2016
Q1 | $12.2K | Buy |
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