Anchor Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$3.52K | 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% | +$3.92K | 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 | +$105K | 0.02% | 355 |
|
|
2017
Q3 | – | Sell |
-60
| Closed | -$5.05K | – | 778 |
|
|
2017
Q2 | $5.05K | Hold |
60
| – | – | ﹤0.01% | 627 |
|
|
2017
Q1 | $4.98K | Buy |
+60
| New | +$4.98K | ﹤0.01% | 622 |
|