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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $41.2K | Buy |
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|
2023
Q2 | $11K | Sell |
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|
2023
Q1 | $11.1K | Hold |
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|
2022
Q4 | $10.4K | Hold |
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|
2022
Q3 | $9.73K | Sell |
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|
2022
Q2 | $21.7K | Sell |
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|
2022
Q1 | $31.5K | Hold |
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|
2021
Q4 | $33.3K | Hold |
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|
2021
Q3 | $30.6K | Hold |
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|
2021
Q2 | $30.7K | Hold |
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|
2021
Q1 | $28.5K | Hold |
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|
2020
Q4 | $26.8K | Buy |
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|
2020
Q3 | $17.6K | Hold |
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|
2020
Q2 | $16.2K | Sell |
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|
2020
Q1 | $47.5K | Hold |
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|
2019
Q4 | $60.3K | Hold |
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|
2019
Q3 | $55.6K | Hold |
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|
2019
Q2 | $55.2K | Hold |
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|
2019
Q1 | $53.3K | Hold |
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|
2018
Q4 | $47K | Hold |
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|
2018
Q3 | $55.1K | Hold |
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|
2018
Q2 | $51.9K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $50.6K | Hold |
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|
2017
Q3 | $47.8K | Buy |
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