ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Anchor Investment Management, LLC's Holding History (CIK: 0001634149)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 900 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 900 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 900 Value ($000) $194 Avg Close — Range —
Q1 2025
Shares 743 Value ($000) $148 Avg Close — Range —
Q4 2024
Shares 743 Value ($000) $164 Avg Close — Range —
Q3 2024
Shares 743 Value ($000) $164 Avg Close — Range —
Q2 2024
Shares 696 Value ($000) $141 Avg Close — Range —
Q1 2024
Shares 696 Value ($000) $146 Avg Close — Range —
Q4 2023
Shares 696 Value ($000) $140 Avg Close — Range —
Q3 2023
Shares 696 Value ($000) $123 Avg Close — Range —
Q2 2023
Shares 189 Value ($000) $35 Avg Close — Range —
Q1 2023
Shares 189 Value ($000) $34 Avg Close — Range —
Q4 2022
Shares 189 Value ($000) $33 Avg Close — Range —
Q3 2022
Shares 189 Value ($000) $31 Avg Close — Range —
Q2 2022
Shares 1,161 Value ($000) $197 Avg Close — Range —
Q1 2022
Shares 1,418 Value ($000) $291 Avg Close — Range —
Q4 2021
Shares 1,874 Value ($000) $417 Avg Close — Range —
Q3 2021
Shares 189 Value ($000) $41 Avg Close — Range —
Q2 2021
Shares 189 Value ($000) $43 Avg Close — Range —
Q1 2021
Shares 179 Value ($000) $40 Avg Close — Range —
Q4 2020
Shares 179 Value ($000) $35 Avg Close — Range —
Q3 2020
Shares 179 Value ($000) $27 Avg Close — Range —
Q2 2020
Shares 179 Value ($000) $26 Avg Close — Range —
Q1 2020
Shares 179 Value ($000) $20 Avg Close — Range —
Q4 2019
Shares 179 Value ($000) $30 Avg Close — Range —
Q3 2019
Shares 179 Value ($000) $27 Avg Close — Range —
Q2 2019
Shares 179 Value ($000) $28 Avg Close — Range —
Q1 2019
Shares 254 Value ($000) $39 Avg Close — Range —
Q4 2018
Shares 254 Value ($000) $34 Avg Close — Range —
Q3 2018
Shares 554 Value ($000) $93 Avg Close — Range —
Q2 2018
Shares 704 Value ($000) $115 Avg Close — Range —
Q1 2018
Shares 629 Value ($000) $96 Avg Close — Range —
Q4 2017
Shares 479 Value ($000) $73 Avg Close — Range —
Q3 2017
Shares 479 Value ($000) $71 Avg Close — Range —
Q2 2017
Shares 579 Value ($000) $82 Avg Close — Range —
Q1 2017
Shares 639 Value ($000) $88 Avg Close — Range —
Q4 2016
Shares 819 Value ($000) $110 Avg Close — Range —
Q3 2016
Shares 953 Value ($000) $118 Avg Close — Range —
Q2 2016
Shares 986 Value ($000) $113 Avg Close — Range —
Q1 2016
Shares 93 Value ($000) $10 Avg Close — Range —