Anchor Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
765
+1
| +0.1% | +$351 | 0.02% | 323 |
|
|
2025
Q1 | $243K | Buy |
764
+1
| +0.1% | +$317 | 0.02% | 334 |
|
|
2024
Q4 | $255K | Buy |
763
+2
| +0.3% | +$668 | 0.02% | 329 |
|
|
2024
Q3 | $249K | Sell |
761
-29
| -4% | -$9.47K | 0.02% | 333 |
|
|
2024
Q2 | $244K | Buy |
790
+33
| +4% | +$10.2K | 0.03% | 319 |
|
|
2024
Q1 | $227K | Buy |
757
+2
| +0.3% | +$600 | 0.02% | 344 |
|
|
2023
Q4 | $207K | Buy |
755
+587
| +349% | +$161K | 0.02% | 348 |
|
|
2023
Q3 | $41.2K | Buy |
168
+125
| +291% | +$30.7K | 0.01% | 533 |
|
|
2023
Q2 | $11K | Sell |
43
-4
| -9% | -$1.02K | ﹤0.01% | 725 |
|
|
2023
Q1 | $11.1K | Hold |
47
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $10.4K | Hold |
47
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $9.73K | Sell |
47
-53
| -53% | -$11K | ﹤0.01% | 721 |
|
|
2022
Q2 | $21.7K | Sell |
100
-20
| -17% | -$4.35K | ﹤0.01% | 635 |
|
|
2022
Q1 | $31.5K | Hold |
120
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $33.3K | Hold |
120
| – | – | ﹤0.01% | 620 |
|
|
2021
Q3 | $30.6K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $30.7K | Hold |
120
| – | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $28.5K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $26.8K | Buy |
120
+30
| +33% | +$6.71K | ﹤0.01% | 560 |
|
|
2020
Q3 | $17.6K | Hold |
90
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $16.2K | Sell |
90
-230
| -72% | -$41.4K | ﹤0.01% | 577 |
|
|
2020
Q1 | $47.5K | Hold |
320
| – | – | 0.01% | 429 |
|
|
2019
Q4 | $60.3K | Hold |
320
| – | – | 0.01% | 436 |
|
|
2019
Q3 | $55.6K | Hold |
320
| – | – | 0.01% | 439 |
|
|
2019
Q2 | $55.2K | Hold |
320
| – | – | 0.01% | 437 |
|
|
2019
Q1 | $53.3K | Hold |
320
| – | – | 0.01% | 432 |
|
|
2018
Q4 | $47K | Hold |
320
| – | – | 0.01% | 440 |
|
|
2018
Q3 | $55.1K | Hold |
320
| – | – | 0.01% | 465 |
|
|
2018
Q2 | $51.9K | Hold |
320
| – | – | 0.01% | 478 |
|
|
2018
Q1 | $50K | Hold |
320
| – | – | 0.01% | 475 |
|
|
2017
Q4 | $50.6K | Hold |
320
| – | – | 0.01% | 460 |
|
|
2017
Q3 | $47.8K | Buy |
+320
| New | +$47.8K | 0.01% | 451 |
|