Ancora Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Buy |
113,698
+9,527
| +9% | +$1.15M | 0.27% | 82 |
|
|
2025
Q4 | $12.8M | Buy |
104,171
+9,200
| +10% | +$1.13M | 0.26% | 79 |
|
|
2025
Q3 | $11.5M | Buy |
94,971
+4,320
| +5% | +$497K | 0.23% | 97 |
|
|
2025
Q2 | $9.98M | Buy |
90,651
+6,159
| +7% | +$610K | 0.21% | 101 |
|
|
2025
Q1 | $7.84M | Buy |
84,492
+9,299
| +12% | +$937K | 0.18% | 120 |
|
|
2024
Q4 | $7.63M | Buy |
75,193
+8,870
| +13% | +$885K | 0.17% | 124 |
|
|
2024
Q3 | $6.35M | Buy |
66,323
+11,325
| +21% | +$1.05M | 0.14% | 140 |
|
|
2024
Q2 | $5.09M | Buy |
54,998
+31,456
| +134% | +$2.71M | 0.13% | 153 |
|
|
2024
Q1 | $1.99M | Buy |
23,542
+11,708
| +99% | +$941K | 0.05% | 276 |
|
|
2023
Q4 | $889K | Buy |
11,834
+263
| +2% | +$18.7K | 0.02% | 394 |
|
|
2023
Q3 | $792K | Buy |
11,571
+6,539
| +130% | +$463K | 0.02% | 386 |
|
|
2023
Q2 | $355K | Buy |
5,032
+2
| +0% | +$132 | 0.01% | 526 |
|
|
2023
Q1 | $321K | Buy |
5,030
+2,102
| +72% | +$128K | 0.01% | 556 |
|
|
2022
Q4 | $171K | Buy |
2,928
+277
| +10% | +$16.6K | ﹤0.01% | 707 |
|
|
2022
Q3 | $153K | Buy |
2,651
+2
| +0.1% | +$130 | ﹤0.01% | 800 |
|
|
2022
Q2 | $160K | Sell |
2,649
-2,574
| -49% | -$170K | ﹤0.01% | 820 |
|
|
2022
Q1 | $399K | Buy |
5,223
+1
| +0% | +$75 | 0.01% | 601 |
|
|
2021
Q4 | $437K | Buy |
5,222
+1
| +0% | +$81 | 0.01% | 586 |
|
|
2021
Q3 | $386K | Sell |
5,221
-562
| -10% | -$42.8K | 0.01% | 610 |
|
|
2021
Q2 | $421K | Sell |
5,783
-241
| -4% | -$16.7K | 0.01% | 587 |
|
|
2021
Q1 | $392K | Sell |
6,024
-393
| -6% | -$25.4K | 0.01% | 575 |
|
|
2020
Q4 | $410K | Buy |
6,417
+5
| +0.1% | +$303 | 0.01% | 500 |
|
|
2020
Q3 | $371K | Sell |
6,412
-412
| -6% | -$23.3K | 0.01% | 488 |
|
|
2020
Q2 | $354K | Buy |
6,824
+2,440
| +56% | +$117K | 0.01% | 492 |
|
|
2020
Q1 | $181K | Buy |
4,384
+44
| +1% | +$2.08K | 0.01% | 669 |
|
|
2019
Q4 | $210K | Sell |
4,340
-148
| -3% | -$6.86K | 0.01% | 644 |
|
|
2019
Q3 | $202K | Buy |
+4,488
| New | +$203K | 0.01% | 590 |
|
|
2018
Q4 | – | Sell |
-2,924
| Closed | -$129K | – | 916 |
|
|
2018
Q3 | $129K | Buy |
+2,924
| New | +$126K | 0.01% | 709 |
|
|
2018
Q1 | – | Sell |
-5,624
| Closed | -$215K | – | 683 |
|
|
2017
Q4 | $215K | Buy |
+5,624
| New | +$210K | 0.01% | 567 |
|
|
2017
Q1 | – | Sell |
-3,340
| Closed | -$102K | – | 848 |
|
|
2016
Q4 | $102K | Buy |
+3,340
| New | +$101K | 0.01% | 660 |
|
Other funds holding IVW
Ancora Advisors's IVW Position: Q1 2026 in Review
Ancora Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 9.1% in Q1 2026, buying an estimated $1.15M and bringing the position to 113,698 shares worth $12.9M. The position accounts for 0.27% of the portfolio, ranked #82.
Ancora Advisors first reported a position in IVW in Q4 2016 and has held it in 30 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Ancora Advisors held 113,698 shares of iShares S&P 500 Growth ETF worth $12.9M as of Q1 2026.
- Ancora Advisors bought 9,527 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.15M.
- iShares S&P 500 Growth ETF made up 0.27% of Ancora Advisors's portfolio in Q1 2026, its #82 holding.
- Ancora Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 30 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.