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

Anchor Investment Management’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.6K	Hold	500	–	–	﹤0.01%	609
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

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Anchor Investment Management's IWX Position: Q2 2026 in Review

Anchor Investment Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 500 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Anchor Investment Management first reported a position in IWX in Q3 2020 and has held it in 24 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Anchor Investment Management held 500 shares of iShares Russell Top 200 Value ETF worth $52.6K as of Q2 2026.
Anchor Investment Management left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #609 holding.
Anchor Investment Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and has held it in 24 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.