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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$190K	Sell	1,305 -43	-3%	-$6.38K	0.02%	387
2025 Q4	$190K	Buy	1,348 +43	+3%	+$6.01K	0.02%	386
2025 Q3	$182K	Hold	1,305	–	–	0.02%	399
2025 Q2	$172K	Hold	1,305	–	–	0.02%	395
2025 Q1	$164K	Hold	1,305	–	–	0.02%	392
2024 Q4	$169K	Hold	1,305	–	–	0.02%	388
2024 Q3	$173K	Hold	1,305	–	–	0.02%	389
2024 Q2	$158K	Hold	1,305	–	–	0.02%	381
2024 Q1	$164K	Hold	1,305	–	–	0.02%	386
2023 Q4	$152K	Hold	1,305	–	–	0.02%	384
2023 Q3	$136K	Hold	1,305	–	–	0.02%	394
2023 Q2	$143K	Sell	1,305 -32	-2%	-$3.37K	0.02%	380
2023 Q1	$142K	Hold	1,337	–	–	0.02%	391
2022 Q4	$141K	Hold	1,337	–	–	0.02%	392
2022 Q3	$128K	Hold	1,337	–	–	0.02%	400
2022 Q2	$136K	Hold	1,337	–	–	0.02%	410
2022 Q1	$160K	Hold	1,337	–	–	0.02%	406
2021 Q4	$164K	Buy	1,337 +32	+2%	+$3.82K	0.02%	411
2021 Q3	$148K	Hold	1,305	–	–	0.02%	402
2021 Q2	$150K	Hold	1,305	–	–	0.02%	403
2021 Q1	$143K	Hold	1,305	–	–	0.02%	387
2020 Q4	$127K	Hold	1,305	–	–	0.02%	358
2020 Q3	$105K	Buy	+1,305	New	+$106K	0.02%	355
2017 Q3	–	Sell	-60	Closed	-$5.04K	–	777
2017 Q2	$5.04K	Hold	60	–	–	﹤0.01%	627
2017 Q1	$4.98K	Buy	+60	New	+$4.96K	﹤0.01%	622

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Anchor Investment Management's IWS Position: Q1 2026 in Review

Anchor Investment Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.2% in Q1 2026, selling an estimated $6.38K and leaving 1,305 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #387.

Anchor Investment Management first reported a position in IWS in Q1 2017 and has held it in 25 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Anchor Investment Management held 1,305 shares of iShares Russell Mid-Cap Value ETF worth $190K as of Q1 2026.
Anchor Investment Management sold 43 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $6.38K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #387 holding.
Anchor Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 25 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.