AA
Ancora Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
125,468
+3,406
| +3% | +$372K | 0.28% | 74 |
|
|
2025
Q1 | $12.8M | Sell |
122,062
-683
| -0.6% | -$71.4K | 0.28% | 71 |
|
|
2024
Q4 | $14.1M | Buy |
122,745
+7,679
| +7% | +$885K | 0.32% | 62 |
|
|
2024
Q3 | $13.5M | Buy |
115,066
+11,332
| +11% | +$1.33M | 0.31% | 67 |
|
|
2024
Q2 | $11.1M | Buy |
103,734
+6,248
| +6% | +$666K | 0.27% | 74 |
|
|
2024
Q1 | $10.8M | Buy |
97,486
+15,537
| +19% | +$1.72M | 0.24% | 75 |
|
|
2023
Q4 | $8.87M | Sell |
81,949
-1,790
| -2% | -$194K | 0.21% | 97 |
|
|
2023
Q3 | $7.9M | Sell |
83,739
-8,935
| -10% | -$843K | 0.21% | 95 |
|
|
2023
Q2 | $9.23M | Buy |
92,674
+6,614
| +8% | +$659K | 0.24% | 79 |
|
|
2023
Q1 | $8.32M | Sell |
86,060
-3,425
| -4% | -$331K | 0.24% | 84 |
|
|
2022
Q4 | $8.47M | Sell |
89,485
-2,754
| -3% | -$261K | 0.24% | 79 |
|
|
2022
Q3 | $8.04M | Sell |
92,239
-637
| -0.7% | -$55.5K | 0.25% | 80 |
|
|
2022
Q2 | $8.58M | Buy |
92,876
+605
| +0.7% | +$55.9K | 0.24% | 93 |
|
|
2022
Q1 | $9.95M | Sell |
92,271
-969
| -1% | -$105K | 0.24% | 94 |
|
|
2021
Q4 | $10.7M | Buy |
93,240
+850
| +0.9% | +$97.3K | 0.25% | 88 |
|
|
2021
Q3 | $10.1M | Buy |
92,390
+3,424
| +4% | +$374K | 0.26% | 89 |
|
|
2021
Q2 | $10.1M | Sell |
88,966
-792
| -0.9% | -$89.5K | 0.26% | 92 |
|
|
2021
Q1 | $9.74M | Buy |
89,758
+8,773
| +11% | +$952K | 0.27% | 91 |
|
|
2020
Q4 | $7.44M | Buy |
80,985
+9,004
| +13% | +$827K | 0.24% | 106 |
|
|
2020
Q3 | $5.06M | Buy |
71,981
+8,712
| +14% | +$612K | 0.2% | 123 |
|
|
2020
Q2 | $4.32M | Buy |
63,269
+3,284
| +5% | +$224K | 0.18% | 131 |
|
|
2020
Q1 | $3.37M | Buy |
59,985
+153
| +0.3% | +$8.59K | 0.16% | 160 |
|
|
2019
Q4 | $5.02M | Buy |
59,832
+384
| +0.6% | +$32.2K | 0.19% | 141 |
|
|
2019
Q3 | $4.63M | Sell |
59,448
-5,258
| -8% | -$409K | 0.2% | 137 |
|
|
2019
Q2 | $5.07M | Buy |
64,706
+3,010
| +5% | +$236K | 0.23% | 131 |
|
|
2019
Q1 | $4.76M | Sell |
61,696
-22,615
| -27% | -$1.74M | 0.22% | 142 |
|
|
2018
Q4 | $5.85M | Buy |
84,311
+48,116
| +133% | +$3.34M | 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% | +$44.2K | 0.12% | 199 |
|
|
2018
Q1 | $2.59M | Buy |
33,607
+1,899
| +6% | +$146K | 0.12% | 211 |
|
|
2017
Q4 | $2.44M | Buy |
31,708
+2,166
| +7% | +$166K | 0.13% | 193 |
|
|
2017
Q3 | $2.19M | Buy |
29,542
+2,861
| +11% | +$212K | 0.13% | 201 |
|
|
2017
Q2 | $1.87M | Buy |
26,681
+9,153
| +52% | +$642K | 0.12% | 207 |
|
|
2017
Q1 | $1.21M | Buy |
17,528
+12,425
| +243% | +$859K | 0.08% | 261 |
|
|
2016
Q4 | $702K | Buy |
+5,103
| New | +$702K | 0.05% | 348 |
|