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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Hold	1,168	–	–	0.01%	461
2025 Q1	$99.4K	Sell	1,168 -41	-3%	-$3.49K	0.01%	460
2024 Q4	$107K	Buy	1,209 +41	+4%	+$3.62K	0.01%	452
2024 Q3	$103K	Buy	1,168 +198	+20%	+$17.5K	0.01%	458
2024 Q2	$78.6K	Sell	970 -167	-15%	-$13.5K	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%	+$11K	0.01%	433
2023 Q1	$69K	Buy	987 +728	+281%	+$50.9K	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%	-$2.13K	﹤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%	+$15.8K	﹤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%	-$14.4K	﹤0.01%	635
2017 Q1	$18.3K	Buy	392 +92	+31%	+$4.31K	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	+$12.2K	0.01%	477