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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.4K | Sell |
292
-123
| -30% | -$12.3K | ﹤0.01% | 687 |
|
|
2025
Q4 | $40K | Sell |
415
-754
| -64% | -$72.5K | ﹤0.01% | 621 |
|
|
2025
Q3 | $113K | Buy |
1,169
+1
| +0.1% | +$95 | 0.01% | 463 |
|
|
2025
Q2 | $107K | Hold |
1,168
| – | – | 0.01% | 461 |
|
|
2025
Q1 | $99.4K | Sell |
1,168
-41
| -3% | -$3.66K | 0.01% | 460 |
|
|
2024
Q4 | $107K | Buy |
1,209
+41
| +4% | +$3.72K | 0.01% | 452 |
|
|
2024
Q3 | $103K | Buy |
1,168
+198
| +20% | +$16.7K | 0.01% | 458 |
|
|
2024
Q2 | $78.6K | Sell |
970
-167
| -15% | -$13.6K | 0.01% | 466 |
|
|
2024
Q1 | $95.6K | Hold |
1,137
| – | – | 0.01% | 445 |
|
|
2023
Q4 | $88.4K | Hold |
1,137
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $78.7K | Hold |
1,137
| – | – | 0.01% | 448 |
|
|
2023
Q2 | $83K | Buy |
1,137
+150
| +15% | +$10.4K | 0.01% | 433 |
|
|
2023
Q1 | $69K | Buy |
987
+728
| +281% | +$51.4K | 0.01% | 484 |
|
|
2022
Q4 | $17.5K | Hold |
259
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $16.1K | Hold |
259
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $16.7K | Sell |
259
-33
| -11% | -$2.35K | ﹤0.01% | 674 |
|
|
2022
Q1 | $22.8K | Hold |
292
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $24.2K | Hold |
292
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $22.8K | Hold |
292
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $23.1K | Buy |
292
+200
| +217% | +$15.5K | ﹤0.01% | 641 |
|
|
2021
Q1 | $6.8K | Hold |
92
| – | – | ﹤0.01% | 743 |
|
|
2020
Q4 | $6.31K | Hold |
92
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $5.28K | Hold |
92
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $4.93K | Hold |
92
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $3.97K | Hold |
92
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $5.49K | Hold |
92
| – | – | ﹤0.01% | 697 |
|
|
2019
Q3 | $5.15K | Hold |
92
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $5.14K | Hold |
92
| – | – | ﹤0.01% | 687 |
|
|
2019
Q1 | $4.96K | Hold |
92
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $4.28K | Hold |
92
| – | – | ﹤0.01% | 709 |
|
|
2018
Q3 | $5.07K | Hold |
92
| – | – | ﹤0.01% | 723 |
|
|
2018
Q2 | $4.88K | Hold |
92
| – | – | ﹤0.01% | 738 |
|
|
2018
Q1 | $4.75K | Hold |
92
| – | – | ﹤0.01% | 714 |
|
|
2017
Q4 | $4.79K | Hold |
92
| – | – | ﹤0.01% | 713 |
|
|
2017
Q3 | $4.53K | Hold |
92
| – | – | ﹤0.01% | 693 |
|
|
2017
Q2 | $4.42K | Sell |
92
-300
| -77% | -$14.2K | ﹤0.01% | 635 |
|
|
2017
Q1 | $18.3K | Buy |
392
+92
| +31% | +$4.26K | 0.01% | 496 |
|
|
2016
Q4 | $13.4K | Hold |
300
| – | – | 0.01% | 512 |
|
|
2016
Q3 | $13.1K | Hold |
300
| – | – | 0.01% | 502 |
|
|
2016
Q2 | $12.6K | Hold |
300
| – | – | 0.01% | 496 |
|
|
2016
Q1 | $12.2K | Buy |
+300
| New | +$11.4K | 0.01% | 477 |
|
Other funds holding IWR
Anchor Investment Management's IWR Position: Q1 2026 in Review
Anchor Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 30% in Q1 2026, selling an estimated $12.3K and leaving 292 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #687.
Anchor Investment Management first reported a position in IWR in Q1 2016 and has held it in 41 quarters since. The position peaked at $113K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Anchor Investment Management held 292 shares of iShares Russell Mid-Cap ETF worth $28.4K as of Q1 2026.
- Anchor Investment Management sold 123 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12.3K.
- iShares Russell Mid-Cap ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #687 holding.
- Anchor Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
- Anchor Investment Management's iShares Russell Mid-Cap ETF position peaked at $113K in Q3 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.