Anchor Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $280K | Sell |
756
-13
| -2% | -$5.03K | 0.02% | 330 |
|
|
2025
Q4 | $298K | Buy |
769
+2
| +0.3% | +$768 | 0.02% | 320 |
|
|
2025
Q3 | $291K | Buy |
767
+2
| +0.3% | +$729 | 0.02% | 322 |
|
|
2025
Q2 | $269K | Buy |
765
+1
| +0.1% | +$325 | 0.02% | 323 |
|
|
2025
Q1 | $243K | Buy |
764
+1
| +0.1% | +$335 | 0.02% | 334 |
|
|
2024
Q4 | $255K | Buy |
763
+2
| +0.3% | +$673 | 0.02% | 329 |
|
|
2024
Q3 | $249K | Sell |
761
-29
| -4% | -$9.13K | 0.02% | 333 |
|
|
2024
Q2 | $244K | Buy |
790
+33
| +4% | +$9.85K | 0.03% | 319 |
|
|
2024
Q1 | $227K | Buy |
757
+2
| +0.3% | +$571 | 0.02% | 344 |
|
|
2023
Q4 | $207K | Buy |
755
+587
| +349% | +$150K | 0.02% | 348 |
|
|
2023
Q3 | $41.2K | Buy |
168
+125
| +291% | +$31.9K | 0.01% | 533 |
|
|
2023
Q2 | $11K | Sell |
43
-4
| -9% | -$962 | ﹤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% | -$12.2K | ﹤0.01% | 721 |
|
|
2022
Q2 | $21.7K | Sell |
100
-20
| -17% | -$4.74K | ﹤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% | +$6.3K | ﹤0.01% | 560 |
|
|
2020
Q3 | $17.6K | Hold |
90
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $16.2K | Sell |
90
-230
| -72% | -$39K | ﹤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 | +$46.7K | 0.01% | 451 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
Anchor Investment Management's IWV Position: Q1 2026 in Review
Anchor Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.7% in Q1 2026, selling an estimated $5.03K and leaving 756 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #330.
Anchor Investment Management first reported a position in IWV in Q3 2017 and has held it in 35 quarters since. The position peaked at $298K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.
- Anchor Investment Management held 756 shares of iShares Russell 3000 ETF worth $280K as of Q1 2026.
- Anchor Investment Management sold 13 iShares Russell 3000 ETF shares in Q1 2026, an estimated $5.03K.
- iShares Russell 3000 ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #330 holding.
- Anchor Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 35 quarters since.
- Anchor Investment Management's iShares Russell 3000 ETF position peaked at $298K in Q4 2025.
- 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.