Ancora Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $479K | Hold |
3,003
| – | – | 0.01% | 533 |
|
|
2025
Q4 | $474K | Hold |
3,003
| – | – | 0.01% | 561 |
|
|
2025
Q3 | $448K | Hold |
3,003
| – | – | 0.01% | 574 |
|
|
2025
Q2 | $383K | Hold |
3,003
| – | – | 0.01% | 590 |
|
|
2025
Q1 | $333K | Sell |
3,003
-351
| -10% | -$43.7K | 0.01% | 608 |
|
|
2024
Q4 | $437K | Hold |
3,354
| – | – | 0.01% | 550 |
|
|
2024
Q3 | $414K | Hold |
3,354
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $382K | Hold |
3,354
| – | – | 0.01% | 541 |
|
|
2024
Q1 | $406K | Sell |
3,354
-540
| -14% | -$62.1K | 0.01% | 533 |
|
|
2023
Q4 | $452K | Sell |
3,894
-348
| -8% | -$35.3K | 0.01% | 523 |
|
|
2023
Q3 | $425K | Sell |
4,242
-470
| -10% | -$50.8K | 0.01% | 509 |
|
|
2023
Q2 | $515K | Sell |
4,712
-27,393
| -85% | -$2.88M | 0.01% | 463 |
|
|
2023
Q1 | $3.36M | Sell |
32,105
-31
| -0.1% | -$3.48K | 0.1% | 180 |
|
|
2022
Q4 | $3.46M | Sell |
32,136
-110
| -0.3% | -$12K | 0.1% | 181 |
|
|
2022
Q3 | $3.33M | Sell |
32,246
-429
| -1% | -$48.7K | 0.11% | 176 |
|
|
2022
Q2 | $3.4M | Sell |
32,675
-330
| -1% | -$38K | 0.1% | 185 |
|
|
2022
Q1 | $4.25M | Sell |
33,005
-287
| -0.9% | -$36.9K | 0.1% | 184 |
|
|
2021
Q4 | $4.65M | Buy |
33,292
+26,240
| +372% | +$3.81M | 0.11% | 180 |
|
|
2021
Q3 | $1.02M | Hold |
7,052
| – | – | 0.03% | 382 |
|
|
2021
Q2 | $1.08M | Sell |
7,052
-155
| -2% | -$23K | 0.03% | 382 |
|
|
2021
Q1 | $1.06M | Hold |
7,207
| – | – | 0.03% | 372 |
|
|
2020
Q4 | $855K | Sell |
7,207
-362
| -5% | -$38.3K | 0.03% | 383 |
|
|
2020
Q3 | $685K | Sell |
7,569
-965
| -11% | -$88K | 0.03% | 379 |
|
|
2020
Q2 | $745K | Buy |
8,534
+1,125
| +15% | +$87.9K | 0.03% | 366 |
|
|
2020
Q1 | $497K | Sell |
7,409
-7,918
| -52% | -$699K | 0.02% | 466 |
|
|
2019
Q4 | $1.52M | Sell |
15,327
-947
| -6% | -$87.6K | 0.06% | 293 |
|
|
2019
Q3 | $1.44M | Sell |
16,274
-760
| -4% | -$68.3K | 0.06% | 271 |
|
|
2019
Q2 | $1.59M | Sell |
17,034
-7,018
| -29% | -$651K | 0.07% | 239 |
|
|
2019
Q1 | $2.23M | Sell |
24,052
-762
| -3% | -$70.2K | 0.1% | 208 |
|
|
2018
Q4 | $2.05M | Buy |
+24,814
| New | +$2.31M | 0.1% | 209 |
|
|
2018
Q3 | – | Sell |
-2,903
| Closed | -$307K | – | 1343 |
|
|
2018
Q2 | $307K | Hold |
2,903
| – | – | 0.01% | 581 |
|
|
2018
Q1 | $279K | Sell |
2,903
-2,778
| -49% | -$271K | 0.01% | 582 |
|
|
2017
Q4 | $544K | Buy |
+5,681
| New | +$538K | 0.03% | 422 |
|
Other funds holding IWC
WT
WTC
EWM
CPIG