Ancora Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
15,929
-25
| -0.2% | -$4.86K | 0.06% | 227 |
|
|
2025
Q1 | $3M | Buy |
15,954
+21
| +0.1% | +$3.95K | 0.07% | 222 |
|
|
2024
Q4 | $2.95M | Buy |
15,933
+193
| +1% | +$35.7K | 0.07% | 222 |
|
|
2024
Q3 | $2.99M | Buy |
15,740
+1
| +0% | +$190 | 0.07% | 223 |
|
|
2024
Q2 | $2.75M | Buy |
15,739
+44
| +0.3% | +$7.68K | 0.07% | 223 |
|
|
2024
Q1 | $2.81M | Sell |
15,695
-220
| -1% | -$39.4K | 0.06% | 223 |
|
|
2023
Q4 | $2.63M | Buy |
15,915
+93
| +0.6% | +$15.4K | 0.06% | 229 |
|
|
2023
Q3 | $2.4M | Sell |
15,822
-32
| -0.2% | -$4.86K | 0.06% | 220 |
|
|
2023
Q2 | $2.5M | Sell |
15,854
-101
| -0.6% | -$15.9K | 0.07% | 214 |
|
|
2023
Q1 | $2.43M | Buy |
15,955
+203
| +1% | +$30.9K | 0.07% | 212 |
|
|
2022
Q4 | $2.39M | Buy |
15,752
+300
| +2% | +$45.5K | 0.07% | 227 |
|
|
2022
Q3 | $2.1M | Buy |
15,452
+69
| +0.4% | +$9.39K | 0.07% | 224 |
|
|
2022
Q2 | $2.23M | Buy |
15,383
+778
| +5% | +$113K | 0.06% | 233 |
|
|
2022
Q1 | $2.42M | Sell |
14,605
-113
| -0.8% | -$18.8K | 0.06% | 248 |
|
|
2021
Q4 | $2.47M | Buy |
14,718
+165
| +1% | +$27.7K | 0.06% | 252 |
|
|
2021
Q3 | $2.28M | Buy |
14,553
+233
| +2% | +$36.5K | 0.06% | 256 |
|
|
2021
Q2 | $2.27M | Buy |
14,320
+1,947
| +16% | +$309K | 0.06% | 260 |
|
|
2021
Q1 | $1.88M | Buy |
12,373
+350
| +3% | +$53K | 0.05% | 269 |
|
|
2020
Q4 | $1.64M | Buy |
12,023
+563
| +5% | +$77K | 0.05% | 278 |
|
|
2020
Q3 | $1.35M | Sell |
11,460
-300
| -3% | -$35.4K | 0.05% | 276 |
|
|
2020
Q2 | $1.33M | Sell |
11,760
-5,200
| -31% | -$586K | 0.06% | 276 |
|
|
2020
Q1 | $1.68M | Sell |
16,960
-27
| -0.2% | -$2.68K | 0.08% | 239 |
|
|
2019
Q4 | $2.32M | Buy |
16,987
+127
| +0.8% | +$17.3K | 0.09% | 225 |
|
|
2019
Q3 | $2.16M | Sell |
16,860
-1,001
| -6% | -$128K | 0.09% | 213 |
|
|
2019
Q2 | $2.27M | Buy |
17,861
+3,013
| +20% | +$383K | 0.1% | 200 |
|
|
2019
Q1 | $1.83M | Sell |
14,848
-1,250
| -8% | -$154K | 0.08% | 227 |
|
|
2018
Q4 | $1.79M | Buy |
16,098
+12,762
| +383% | +$1.42M | 0.09% | 225 |
|
|
2018
Q3 | $423K | Sell |
3,336
-1,519
| -31% | -$193K | 0.02% | 522 |
|
|
2018
Q2 | $590K | Hold |
4,855
| – | – | 0.03% | 443 |
|
|
2018
Q1 | $582K | Sell |
4,855
-249
| -5% | -$29.8K | 0.03% | 435 |
|
|
2017
Q4 | $635K | Buy |
5,104
+220
| +5% | +$27.4K | 0.03% | 386 |
|
|
2017
Q3 | $579K | Sell |
4,884
-1,916
| -28% | -$227K | 0.03% | 420 |
|
|
2017
Q2 | $792K | Buy |
6,800
+80
| +1% | +$9.32K | 0.05% | 345 |
|
|
2017
Q1 | $773K | Sell |
6,720
-782
| -10% | -$90K | 0.05% | 351 |
|
|
2016
Q4 | $841K | Sell |
7,502
-567
| -7% | -$63.6K | 0.06% | 324 |
|
|
2016
Q3 | $852K | Buy |
8,069
+28
| +0.3% | +$2.96K | 0.09% | 245 |
|
|
2016
Q2 | $830K | Buy |
8,041
+189
| +2% | +$19.5K | 0.1% | 228 |
|
|
2016
Q1 | $776K | Buy |
7,852
+304
| +4% | +$30K | 0.1% | 235 |
|
|
2015
Q4 | $739K | Hold |
7,548
| – | – | 0.09% | 240 |
|
|
2015
Q3 | $704K | Hold |
7,548
| – | – | 0.09% | 254 |
|
|
2015
Q2 | $779K | Buy |
+7,548
| New | +$779K | 0.09% | 260 |
|
|
2015
Q1 | – | Sell |
-6,697
| Closed | -$699K | – | 250 |
|
|
2014
Q4 | $699K | Hold |
6,697
| – | – | 0.09% | 264 |
|
|
2014
Q3 | $670K | Sell |
6,697
-1,040
| -13% | -$104K | 0.09% | 262 |
|
|
2014
Q2 | $784K | Buy |
7,737
+1,605
| +26% | +$163K | 0.1% | 236 |
|
|
2014
Q1 | $592K | Sell |
6,132
-428
| -7% | -$41.3K | 0.08% | 261 |
|
|
2013
Q4 | $618K | Buy |
6,560
+186
| +3% | +$17.5K | 0.09% | 238 |
|
|
2013
Q3 | $549K | Hold |
6,374
| – | – | 0.09% | 233 |
|
|
2013
Q2 | $534K | Buy |
+6,374
| New | +$534K | 0.09% | 232 |
|