Ancora Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
1,428
+435
| +44% | +$148K | 0.01% | 529 |
|
|
2025
Q1 | $305K | Hold |
993
| – | – | 0.01% | 622 |
|
|
2024
Q4 | $320K | Sell |
993
-1,961
| -66% | -$632K | 0.01% | 600 |
|
|
2024
Q3 | $929K | Buy |
2,954
+143
| +5% | +$45K | 0.02% | 400 |
|
|
2024
Q2 | $836K | Hold |
2,811
| – | – | 0.02% | 405 |
|
|
2024
Q1 | $810K | Buy |
2,811
+358
| +15% | +$103K | 0.02% | 415 |
|
|
2023
Q4 | $643K | Buy |
2,453
+251
| +11% | +$65.8K | 0.02% | 442 |
|
|
2023
Q3 | $517K | Hold |
2,202
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $537K | Hold |
2,202
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $496K | Buy |
2,202
+72
| +3% | +$16.2K | 0.01% | 468 |
|
|
2022
Q4 | $448K | Buy |
2,130
+8
| +0.4% | +$1.68K | 0.01% | 496 |
|
|
2022
Q3 | $418K | Hold |
2,122
| – | – | 0.01% | 516 |
|
|
2022
Q2 | $441K | Hold |
2,122
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $531K | Buy |
2,122
+135
| +7% | +$33.8K | 0.01% | 523 |
|
|
2021
Q4 | $526K | Sell |
1,987
-603
| -23% | -$160K | 0.01% | 540 |
|
|
2021
Q3 | $626K | Hold |
2,590
| – | – | 0.02% | 481 |
|
|
2021
Q2 | $627K | Buy |
2,590
+80
| +3% | +$19.4K | 0.02% | 486 |
|
|
2021
Q1 | $562K | Hold |
2,510
| – | – | 0.02% | 489 |
|
|
2020
Q4 | $532K | Buy |
2,510
+603
| +32% | +$128K | 0.02% | 450 |
|
|
2020
Q3 | $357K | Hold |
1,907
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $328K | Hold |
1,907
| – | – | 0.01% | 492 |
|
|
2020
Q1 | $270K | Hold |
1,907
| – | – | 0.01% | 565 |
|
|
2019
Q4 | $340K | Hold |
1,907
| – | – | 0.01% | 548 |
|
|
2019
Q3 | $314K | Hold |
1,907
| – | – | 0.01% | 525 |
|
|
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% | +$62.8K | 0.01% | 579 |
|
|
2018
Q2 | $231K | Sell |
1,518
-99
| -6% | -$15.1K | 0.01% | 631 |
|
|
2018
Q1 | $237K | Hold |
1,617
| – | – | 0.01% | 603 |
|
|
2017
Q4 | $240K | Sell |
1,617
-102
| -6% | -$15.1K | 0.01% | 558 |
|
|
2017
Q3 | $240K | Sell |
1,719
-97
| -5% | -$13.5K | 0.01% | 581 |
|
|
2017
Q2 | $246K | Sell |
1,816
-237
| -12% | -$32.1K | 0.02% | 551 |
|
|
2017
Q1 | $269K | Sell |
2,053
-692
| -25% | -$90.7K | 0.02% | 530 |
|
|
2016
Q4 | $342K | Buy |
2,745
+152
| +6% | +$18.9K | 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% | -$124K | 0.04% | 382 |
|
|
2015
Q4 | $417K | Hold |
3,680
| – | – | 0.05% | 325 |
|
|
2015
Q3 | $394K | Buy |
+3,680
| New | +$394K | 0.05% | 331 |
|