Ancora Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
90,651
+6,159
| +7% | +$678K | 0.21% | 101 |
|
|
2025
Q1 | $7.84M | Buy |
84,492
+9,299
| +12% | +$863K | 0.18% | 119 |
|
|
2024
Q4 | $7.63M | Buy |
75,193
+8,870
| +13% | +$901K | 0.17% | 124 |
|
|
2024
Q3 | $6.35M | Buy |
66,323
+11,325
| +21% | +$1.08M | 0.14% | 140 |
|
|
2024
Q2 | $5.09M | Buy |
54,998
+31,456
| +134% | +$2.91M | 0.13% | 152 |
|
|
2024
Q1 | $1.99M | Buy |
23,542
+11,708
| +99% | +$989K | 0.05% | 272 |
|
|
2023
Q4 | $889K | Buy |
11,834
+263
| +2% | +$19.8K | 0.02% | 382 |
|
|
2023
Q3 | $792K | Buy |
11,571
+6,539
| +130% | +$447K | 0.02% | 377 |
|
|
2023
Q2 | $355K | Buy |
5,032
+2
| +0% | +$141 | 0.01% | 513 |
|
|
2023
Q1 | $321K | Buy |
5,030
+2,102
| +72% | +$134K | 0.01% | 547 |
|
|
2022
Q4 | $171K | Buy |
2,928
+277
| +10% | +$16.2K | ﹤0.01% | 682 |
|
|
2022
Q3 | $153K | Buy |
2,651
+2
| +0.1% | +$115 | ﹤0.01% | 770 |
|
|
2022
Q2 | $160K | Sell |
2,649
-2,574
| -49% | -$155K | ﹤0.01% | 795 |
|
|
2022
Q1 | $399K | Buy |
5,223
+1
| +0% | +$76 | 0.01% | 587 |
|
|
2021
Q4 | $437K | Buy |
5,222
+1
| +0% | +$84 | 0.01% | 580 |
|
|
2021
Q3 | $386K | Sell |
5,221
-562
| -10% | -$41.6K | 0.01% | 601 |
|
|
2021
Q2 | $421K | Sell |
5,783
-241
| -4% | -$17.5K | 0.01% | 580 |
|
|
2021
Q1 | $392K | Sell |
6,024
-393
| -6% | -$25.6K | 0.01% | 567 |
|
|
2020
Q4 | $410K | Buy |
6,417
+5
| +0.1% | +$319 | 0.01% | 488 |
|
|
2020
Q3 | $371K | Sell |
6,412
-412
| -6% | -$23.8K | 0.01% | 474 |
|
|
2020
Q2 | $354K | Buy |
6,824
+2,440
| +56% | +$127K | 0.01% | 479 |
|
|
2020
Q1 | $181K | Buy |
4,384
+44
| +1% | +$1.82K | 0.01% | 646 |
|
|
2019
Q4 | $210K | Sell |
4,340
-148
| -3% | -$7.16K | 0.01% | 636 |
|
|
2019
Q3 | $202K | Buy |
+4,488
| New | +$202K | 0.01% | 581 |
|
|
2018
Q4 | – | Sell |
-2,924
| Closed | -$129K | – | 916 |
|
|
2018
Q3 | $129K | Buy |
+2,924
| New | +$129K | 0.01% | 709 |
|
|
2018
Q1 | – | Sell |
-5,624
| Closed | -$215K | – | 683 |
|
|
2017
Q4 | $215K | Buy |
+5,624
| New | +$215K | 0.01% | 567 |
|
|
2017
Q1 | – | Sell |
-3,340
| Closed | -$102K | – | 848 |
|
|
2016
Q4 | $102K | Buy |
+3,340
| New | +$102K | 0.01% | 660 |
|