Ancora Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Ancora Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Hold	2,930	–	–	0.02%	399
2025 Q4	$1.09M	Sell	2,930 -48	-2%	-$17.8K	0.02%	386
2025 Q3	$1.09M	Buy	2,978 +1,550	+109%	+$546K	0.02%	405
2025 Q2	$485K	Buy	1,428 +435	+44%	+$137K	0.01%	537
2025 Q1	$305K	Hold	993	–	–	0.01%	630
2024 Q4	$320K	Sell	993 -1,961	-66%	-$635K	0.01%	608
2024 Q3	$929K	Buy	2,954 +143	+5%	+$43.3K	0.02%	405
2024 Q2	$836K	Hold	2,811	–	–	0.02%	411
2024 Q1	$810K	Buy	2,811 +358	+15%	+$98.1K	0.02%	424
2023 Q4	$643K	Buy	2,453 +251	+11%	+$61.5K	0.02%	459
2023 Q3	$517K	Hold	2,202	–	–	0.01%	465
2023 Q2	$537K	Hold	2,202	–	–	0.01%	453
2023 Q1	$496K	Buy	2,202 +72	+3%	+$15.8K	0.01%	473
2022 Q4	$448K	Buy	2,130 +8	+0.4%	+$1.69K	0.01%	508
2022 Q3	$418K	Hold	2,122	–	–	0.01%	535
2022 Q2	$441K	Hold	2,122	–	–	0.01%	555
2022 Q1	$531K	Buy	2,122 +135	+7%	+$33.3K	0.01%	536
2021 Q4	$526K	Sell	1,987 -603	-23%	-$155K	0.01%	545
2021 Q3	$626K	Hold	2,590	–	–	0.02%	488
2021 Q2	$627K	Buy	2,590 +80	+3%	+$18.8K	0.02%	493
2021 Q1	$562K	Hold	2,510	–	–	0.02%	495
2020 Q4	$532K	Buy	2,510 +603	+32%	+$120K	0.02%	460
2020 Q3	$357K	Hold	1,907	–	–	0.01%	495
2020 Q2	$328K	Hold	1,907	–	–	0.01%	505
2020 Q1	$270K	Hold	1,907	–	–	0.01%	582
2019 Q4	$340K	Hold	1,907	–	–	0.01%	554
2019 Q3	$314K	Hold	1,907	–	–	0.01%	532
2019 Q2	$310K	Hold	1,907	–	–	0.01%	495
2019 Q1	$300K	Hold	1,907	–	–	0.01%	504
2018 Q4	$265K	Hold	1,907	–	–	0.01%	517
2018 Q3	$308K	Buy	1,907 +389	+26%	+$61.7K	0.01%	579
2018 Q2	$231K	Sell	1,518 -99	-6%	-$14.9K	0.01%	631
2018 Q1	$237K	Hold	1,617	–	–	0.01%	603
2017 Q4	$240K	Sell	1,617 -102	-6%	-$14.8K	0.01%	558
2017 Q3	$240K	Sell	1,719 -97	-5%	-$13.3K	0.01%	581
2017 Q2	$246K	Sell	1,816 -237	-12%	-$31.6K	0.02%	551
2017 Q1	$269K	Sell	2,053 -692	-25%	-$89.6K	0.02%	530
2016 Q4	$342K	Buy	2,745 +152	+6%	+$18.5K	0.02%	466
2016 Q3	$312K	Hold	2,593	–	–	0.03%	408
2016 Q2	$303K	Hold	2,593	–	–	0.04%	381
2016 Q1	$296K	Sell	2,593 -1,087	-30%	-$117K	0.04%	382
2015 Q4	$417K	Hold	3,680	–	–	0.05%	325
2015 Q3	$394K	Buy	+3,680	New	+$418K	0.05%	331

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ancora Advisors's IWB Position: Q1 2026 in Review

Ancora Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,930 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #399.

Ancora Advisors first reported a position in IWB in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.09M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Ancora Advisors held 2,930 shares of iShares Russell 1000 ETF worth $1.04M as of Q1 2026.
Ancora Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #399 holding.
Ancora Advisors first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 43 quarters since.
Ancora Advisors's iShares Russell 1000 ETF position peaked at $1.09M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.