Anchor Investment Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.3K	Hold	500	–	–	﹤0.01%	597
2025 Q4	$45.9K	Buy	500 +100	+25%	+$8.97K	﹤0.01%	604
2025 Q3	$35.2K	Hold	400	–	–	﹤0.01%	641
2025 Q2	$33.7K	Hold	400	–	–	﹤0.01%	635
2025 Q1	$32.9K	Hold	400	–	–	﹤0.01%	630
2024 Q4	$31.6K	Hold	400	–	–	﹤0.01%	636
2024 Q3	$32.5K	Hold	400	–	–	﹤0.01%	631
2024 Q2	$29.9K	Hold	400	–	–	﹤0.01%	588
2024 Q1	$30.5K	Hold	400	–	–	﹤0.01%	611
2023 Q4	$28.1K	Hold	400	–	–	﹤0.01%	604
2023 Q3	$26.1K	Hold	400	–	–	﹤0.01%	616
2023 Q2	$27K	Hold	400	–	–	﹤0.01%	606
2023 Q1	$26K	Hold	400	–	–	﹤0.01%	631
2022 Q4	$26K	Hold	400	–	–	﹤0.01%	608
2022 Q3	$23.1K	Hold	400	–	–	﹤0.01%	609
2022 Q2	$24.7K	Hold	400	–	–	﹤0.01%	618
2022 Q1	$27.9K	Hold	400	–	–	﹤0.01%	615
2021 Q4	$28K	Hold	400	–	–	﹤0.01%	646
2021 Q3	$26.3K	Hold	400	–	–	﹤0.01%	604
2021 Q2	$26.6K	Hold	400	–	–	﹤0.01%	621
2021 Q1	$25.5K	Hold	400	–	–	﹤0.01%	601
2020 Q4	$23.2K	Hold	400	–	–	﹤0.01%	580
2020 Q3	$20.4K	Buy	+400	New	+$20.5K	﹤0.01%	563