Ancora Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.5M | Buy |
141,069
+3,543
| +3% | +$450K | 0.37% | 55 |
|
|
2025
Q4 | $16.5M | Buy |
137,526
+5,001
| +4% | +$598K | 0.34% | 63 |
|
|
2025
Q3 | $15.7M | Buy |
132,525
+7,057
| +6% | +$812K | 0.31% | 68 |
|
|
2025
Q2 | $13.7M | Buy |
125,468
+3,406
| +3% | +$352K | 0.28% | 74 |
|
|
2025
Q1 | $12.8M | Sell |
122,062
-683
| -0.6% | -$77.1K | 0.28% | 71 |
|
|
2024
Q4 | $14.1M | Buy |
122,745
+7,679
| +7% | +$917K | 0.32% | 62 |
|
|
2024
Q3 | $13.5M | Buy |
115,066
+11,332
| +11% | +$1.28M | 0.31% | 67 |
|
|
2024
Q2 | $11.1M | Buy |
103,734
+6,248
| +6% | +$668K | 0.27% | 74 |
|
|
2024
Q1 | $10.8M | Buy |
97,486
+15,537
| +19% | +$1.65M | 0.24% | 76 |
|
|
2023
Q4 | $8.87M | Sell |
81,949
-1,790
| -2% | -$173K | 0.21% | 97 |
|
|
2023
Q3 | $7.9M | Sell |
83,739
-8,935
| -10% | -$893K | 0.21% | 95 |
|
|
2023
Q2 | $9.23M | Buy |
92,674
+6,614
| +8% | +$630K | 0.24% | 79 |
|
|
2023
Q1 | $8.32M | Sell |
86,060
-3,425
| -4% | -$342K | 0.24% | 84 |
|
|
2022
Q4 | $8.47M | Sell |
89,485
-2,754
| -3% | -$264K | 0.24% | 80 |
|
|
2022
Q3 | $8.04M | Sell |
92,239
-637
| -0.7% | -$61.9K | 0.25% | 81 |
|
|
2022
Q2 | $8.58M | Buy |
92,876
+605
| +0.7% | +$60.2K | 0.24% | 94 |
|
|
2022
Q1 | $9.95M | Sell |
92,271
-969
| -1% | -$105K | 0.24% | 94 |
|
|
2021
Q4 | $10.7M | Buy |
93,240
+850
| +0.9% | +$96.9K | 0.25% | 88 |
|
|
2021
Q3 | $10.1M | Buy |
92,390
+3,424
| +4% | +$377K | 0.26% | 90 |
|
|
2021
Q2 | $10.1M | Sell |
88,966
-792
| -0.9% | -$88.3K | 0.26% | 92 |
|
|
2021
Q1 | $9.74M | Buy |
89,758
+8,773
| +11% | +$918K | 0.27% | 91 |
|
|
2020
Q4 | $7.44M | Buy |
80,985
+9,004
| +13% | +$740K | 0.24% | 107 |
|
|
2020
Q3 | $5.05M | Buy |
71,981
+8,712
| +14% | +$624K | 0.2% | 123 |
|
|
2020
Q2 | $4.32M | Buy |
63,269
+3,284
| +5% | +$207K | 0.18% | 131 |
|
|
2020
Q1 | $3.37M | Buy |
59,985
+153
| +0.3% | +$11.4K | 0.16% | 163 |
|
|
2019
Q4 | $5.02M | Buy |
59,832
+384
| +0.6% | +$30.9K | 0.19% | 142 |
|
|
2019
Q3 | $4.63M | Sell |
59,448
-5,258
| -8% | -$407K | 0.2% | 137 |
|
|
2019
Q2 | $5.07M | Buy |
64,706
+3,010
| +5% | +$234K | 0.23% | 131 |
|
|
2019
Q1 | $4.76M | Sell |
61,696
-22,615
| -27% | -$1.74M | 0.22% | 142 |
|
|
2018
Q4 | $5.84M | Buy |
84,311
+48,116
| +133% | +$3.72M | 0.28% | 118 |
|
|
2018
Q3 | $3.16M | Buy |
36,195
+2,058
| +6% | +$180K | 0.12% | 196 |
|
|
2018
Q2 | $2.85M | Buy |
34,137
+530
| +2% | +$43.2K | 0.12% | 199 |
|
|
2018
Q1 | $2.59M | Buy |
33,607
+1,899
| +6% | +$148K | 0.12% | 211 |
|
|
2017
Q4 | $2.44M | Buy |
31,708
+2,166
| +7% | +$163K | 0.13% | 193 |
|
|
2017
Q3 | $2.19M | Buy |
29,542
+2,861
| +11% | +$201K | 0.13% | 201 |
|
|
2017
Q2 | $1.87M | Buy |
26,681
+9,153
| +52% | +$634K | 0.12% | 207 |
|
|
2017
Q1 | $1.21M | Buy |
17,528
+7,322
| +72% | +$505K | 0.08% | 261 |
|
|
2016
Q4 | $702K | Buy |
+10,206
| New | +$658K | 0.05% | 348 |
|
Other funds holding IJR
Ancora Advisors's IJR Position: Q1 2026 in Review
Ancora Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q1 2026, buying an estimated $450K and bringing the position to 141,069 shares worth $17.5M. The position accounts for 0.37% of the portfolio, ranked #55.
Ancora Advisors first reported a position in IJR in Q4 2016 and has held it in 38 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Ancora Advisors held 141,069 shares of iShares Core S&P Small-Cap ETF worth $17.5M as of Q1 2026.
- Ancora Advisors bought 3,543 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $450K.
- iShares Core S&P Small-Cap ETF made up 0.37% of Ancora Advisors's portfolio in Q1 2026, its #55 holding.
- Ancora Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.