Ancora Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.2M | Sell |
87,628
-3,822
| -4% | -$2.61M | 1.22% | 14 |
|
|
2025
Q4 | $62.6M | Buy |
91,450
+3,022
| +3% | +$2.05M | 1.29% | 12 |
|
|
2025
Q3 | $59.2M | Buy |
88,428
+250
| +0.3% | +$161K | 1.18% | 15 |
|
|
2025
Q2 | $54.7M | Buy |
88,178
+3,750
| +4% | +$2.15M | 1.14% | 16 |
|
|
2025
Q1 | $47.4M | Buy |
84,428
+535
| +0.6% | +$316K | 1.06% | 18 |
|
|
2024
Q4 | $49.4M | Sell |
83,893
-495
| -0.6% | -$293K | 1.1% | 16 |
|
|
2024
Q3 | $48.7M | Buy |
84,388
+2,108
| +3% | +$1.17M | 1.11% | 16 |
|
|
2024
Q2 | $45M | Sell |
82,280
-10,761
| -12% | -$5.66M | 1.12% | 18 |
|
|
2024
Q1 | $48.9M | Buy |
93,041
+1,016
| +1% | +$508K | 1.11% | 18 |
|
|
2023
Q4 | $44M | Buy |
92,025
+2,788
| +3% | +$1.25M | 1.03% | 22 |
|
|
2023
Q3 | $38.3M | Buy |
89,237
+5,190
| +6% | +$2.32M | 1.02% | 21 |
|
|
2023
Q2 | $37.5M | Sell |
84,047
-1,816
| -2% | -$765K | 0.99% | 20 |
|
|
2023
Q1 | $35.3M | Buy |
85,863
+1,162
| +1% | +$466K | 1% | 20 |
|
|
2022
Q4 | $32.5M | Buy |
84,701
+4,081
| +5% | +$1.57M | 0.94% | 23 |
|
|
2022
Q3 | $28.9M | Buy |
80,620
+4,579
| +6% | +$1.83M | 0.89% | 24 |
|
|
2022
Q2 | $28.8M | Buy |
76,041
+7,072
| +10% | +$2.91M | 0.81% | 23 |
|
|
2022
Q1 | $31.3M | Buy |
68,969
+4,921
| +8% | +$2.2M | 0.76% | 27 |
|
|
2021
Q4 | $30.6M | Buy |
64,048
+1,484
| +2% | +$684K | 0.72% | 27 |
|
|
2021
Q3 | $27M | Buy |
62,564
+238
| +0.4% | +$105K | 0.7% | 30 |
|
|
2021
Q2 | $26.8M | Sell |
62,326
-1,179
| -2% | -$494K | 0.7% | 31 |
|
|
2021
Q1 | $25.3M | Buy |
63,505
+1,453
| +2% | +$563K | 0.7% | 32 |
|
|
2020
Q4 | $23.3M | Buy |
62,052
+2,620
| +4% | +$933K | 0.75% | 30 |
|
|
2020
Q3 | $20M | Buy |
59,432
+5,673
| +11% | +$1.89M | 0.79% | 31 |
|
|
2020
Q2 | $16.6M | Buy |
53,759
+2,353
| +5% | +$691K | 0.7% | 36 |
|
|
2020
Q1 | $13.3M | Buy |
51,406
+3,786
| +8% | +$1.16M | 0.61% | 40 |
|
|
2019
Q4 | $15.4M | Sell |
47,620
-223
| -0.5% | -$69K | 0.57% | 44 |
|
|
2019
Q3 | $14.3M | Sell |
47,843
-11
| -0% | -$3.27K | 0.62% | 37 |
|
|
2019
Q2 | $14.1M | Sell |
47,854
-251
| -0.5% | -$72.7K | 0.63% | 45 |
|
|
2019
Q1 | $13.7M | Buy |
48,105
+563
| +1% | +$154K | 0.62% | 43 |
|
|
2018
Q4 | $12M | Buy |
47,542
+6,913
| +17% | +$1.88M | 0.58% | 51 |
|
|
2018
Q3 | $11.9M | Buy |
40,629
+481
| +1% | +$138K | 0.46% | 72 |
|
|
2018
Q2 | $11M | Sell |
40,148
-302
| -0.7% | -$82.2K | 0.48% | 60 |
|
|
2018
Q1 | $10.7M | Buy |
40,450
+341
| +0.9% | +$93.8K | 0.48% | 60 |
|
|
2017
Q4 | $10.8M | Sell |
40,109
-41
| -0.1% | -$10.7K | 0.58% | 44 |
|
|
2017
Q3 | $10.2M | Buy |
40,150
+7,289
| +22% | +$1.81M | 0.59% | 36 |
|
|
2017
Q2 | $8M | Buy |
32,861
+11,652
| +55% | +$2.81M | 0.52% | 48 |
|
|
2017
Q1 | $5.03M | Buy |
21,209
+456
| +2% | +$107K | 0.34% | 90 |
|
|
2016
Q4 | $4.67M | Sell |
20,753
-228
| -1% | -$50.1K | 0.34% | 87 |
|
|
2016
Q3 | $4.57M | Buy |
20,981
+476
| +2% | +$104K | 0.46% | 51 |
|
|
2016
Q2 | $4.32M | Buy |
20,505
+756
| +4% | +$158K | 0.5% | 45 |
|
|
2016
Q1 | $4.08M | Buy |
19,749
+4,614
| +30% | +$905K | 0.5% | 49 |
|
|
2015
Q4 | $3.1M | Buy |
15,135
+36
| +0.2% | +$7.44K | 0.4% | 72 |
|
|
2015
Q3 | $2.91M | Buy |
15,099
+99
| +0.7% | +$20.2K | 0.37% | 79 |
|
|
2015
Q2 | $3.11M | Buy |
+15,000
| New | +$3.18M | 0.37% | 75 |
|
|
2015
Q1 | – | Sell |
-15,063
| Closed | -$3.13M | – | 71 |
|
|
2014
Q4 | $3.12M | Buy |
15,063
+2,820
| +23% | +$571K | 0.38% | 72 |
|
|
2014
Q3 | $2.43M | Buy |
12,243
+1,043
| +9% | +$208K | 0.31% | 95 |
|
|
2014
Q2 | $2.21M | Buy |
11,200
+234
| +2% | +$44.8K | 0.29% | 95 |
|
|
2014
Q1 | $2.06M | Sell |
10,966
-26
| -0.2% | -$4.8K | 0.29% | 94 |
|
|
2013
Q4 | $2.04M | Buy |
10,992
+577
| +6% | +$103K | 0.31% | 98 |
|
|
2013
Q3 | $1.76M | Buy |
10,415
+530
| +5% | +$89.3K | 0.3% | 89 |
|
|
2013
Q2 | $1.59M | Buy |
+9,885
| New | +$1.6M | 0.27% | 94 |
|
Other funds holding IVV
Ancora Advisors's IVV Position: Q1 2026 in Review
Ancora Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q1 2026, selling an estimated $2.61M and leaving 87,628 shares worth $57.2M. The position accounts for 1.22% of the portfolio, ranked #14.
Ancora Advisors first reported a position in IVV in Q2 2013 and has held it in 51 quarters since. The position peaked at $62.6M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Ancora Advisors held 87,628 shares of iShares Core S&P 500 ETF worth $57.2M as of Q1 2026.
- Ancora Advisors sold 3,822 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.61M.
- iShares Core S&P 500 ETF made up 1.22% of Ancora Advisors's portfolio in Q1 2026, its #14 holding.
- Ancora Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 51 quarters since.
- Ancora Advisors's iShares Core S&P 500 ETF position peaked at $62.6M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.