Ancora Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.4M | Buy |
54,668
+6,151
| +13% | +$1.37M | 0.24% | 104 |
|
|
2026
Q1 | $10.2M | Buy |
48,517
+4,400
| +10% | +$953K | 0.22% | 109 |
|
|
2025
Q4 | $9.36M | Buy |
44,117
+5,926
| +16% | +$1.24M | 0.19% | 113 |
|
|
2025
Q3 | $7.89M | Buy |
38,191
+3,159
| +9% | +$634K | 0.16% | 134 |
|
|
2025
Q2 | $6.85M | Buy |
35,032
+3,313
| +10% | +$617K | 0.14% | 148 |
|
|
2025
Q1 | $6.05M | Buy |
31,719
+26,112
| +466% | +$5.05M | 0.13% | 147 |
|
|
2024
Q4 | $1.07M | Buy |
5,607
+357
| +7% | +$70.8K | 0.02% | 380 |
|
|
2024
Q3 | $1.04M | Buy |
5,250
+424
| +9% | +$80.5K | 0.02% | 378 |
|
|
2024
Q2 | $878K | Sell |
4,826
-29
| -0.6% | -$5.28K | 0.02% | 399 |
|
|
2024
Q1 | $907K | Buy |
4,855
+475
| +11% | +$84.4K | 0.02% | 404 |
|
|
2023
Q4 | $762K | Buy |
4,380
+313
| +8% | +$50.3K | 0.02% | 421 |
|
|
2023
Q3 | $626K | Buy |
4,067
+658
| +19% | +$106K | 0.02% | 429 |
|
|
2023
Q2 | $549K | Buy |
3,409
+27
| +0.8% | +$4.15K | 0.01% | 444 |
|
|
2023
Q1 | $513K | Buy |
3,382
+1,338
| +65% | +$202K | 0.01% | 468 |
|
|
2022
Q4 | $297K | Buy |
2,044
+150
| +8% | +$21.4K | 0.01% | 592 |
|
|
2022
Q3 | $243K | Buy |
1,894
+1
| +0.1% | +$142 | 0.01% | 681 |
|
|
2022
Q2 | $260K | Buy |
1,893
+139
| +8% | +$20.5K | 0.01% | 687 |
|
|
2022
Q1 | $273K | Hold |
1,754
| – | – | 0.01% | 713 |
|
|
2021
Q4 | $275K | Hold |
1,754
| – | – | 0.01% | 714 |
|
|
2021
Q3 | $255K | Sell |
1,754
-174
| -9% | -$25.9K | 0.01% | 720 |
|
|
2021
Q2 | $285K | Hold |
1,928
| – | – | 0.01% | 682 |
|
|
2021
Q1 | $272K | Buy |
1,928
+201
| +12% | +$27.1K | 0.01% | 656 |
|
|
2020
Q4 | $221K | Sell |
1,727
-13,503
| -89% | -$1.63M | 0.01% | 608 |
|
|
2020
Q3 | $1.71M | Hold |
15,230
| – | – | 0.07% | 246 |
|
|
2020
Q2 | $1.65M | Sell |
15,230
-172
| -1% | -$18.2K | 0.07% | 240 |
|
|
2020
Q1 | $1.48M | Buy |
15,402
+13,668
| +788% | +$1.63M | 0.07% | 267 |
|
|
2019
Q4 | $226K | Sell |
1,734
-34,400
| -95% | -$4.28M | 0.01% | 635 |
|
|
2019
Q3 | $4.3M | Buy |
36,134
+34,400
| +1,984% | +$4.04M | 0.19% | 143 |
|
|
2019
Q2 | $202K | Sell |
1,734
-271
| -14% | -$31K | 0.01% | 549 |
|
|
2019
Q1 | $226K | Sell |
2,005
-365
| -15% | -$40.1K | 0.01% | 544 |
|
|
2018
Q4 | $240K | Hold |
2,370
| – | – | 0.01% | 531 |
|
|
2018
Q3 | $275K | Buy |
2,370
+140
| +6% | +$16.1K | 0.01% | 598 |
|
|
2018
Q2 | $245K | Hold |
2,230
| – | – | 0.01% | 621 |
|
|
2018
Q1 | $244K | Buy |
+2,230
| New | +$255K | 0.01% | 600 |
|
|
2017
Q1 | – | Sell |
-1,492
| Closed | -$152K | – | 847 |
|
|
2016
Q4 | $152K | Buy |
+1,492
| New | +$146K | 0.01% | 599 |
|
Other funds holding IVE
Ancora Advisors's IVE Position: Q2 2026 in Review
Ancora Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, buying an estimated $1.37M and bringing the position to 54,668 shares worth $12.4M. The position accounts for 0.24% of the portfolio, ranked #104.
Ancora Advisors first reported a position in IVE in Q4 2016 and has held it in 35 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Ancora Advisors held 54,668 shares of iShares S&P 500 Value ETF worth $12.4M as of Q2 2026.
- Ancora Advisors bought 6,151 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.37M.
- iShares S&P 500 Value ETF made up 0.24% of Ancora Advisors's portfolio in Q2 2026, its #104 holding.
- Ancora Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 35 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.