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Ancora Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ancora Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49M Buy
16,311
+439
+3% +$96.1K 0.07% 211
2025
Q4 		$3.34M Buy
15,872
+192
+1% +$39.7K 0.07% 223
2025
Q3 		$3.19M Sell
15,680
-249
-2% -$49.5K 0.06% 224
2025
Q2 		$3.09M Sell
15,929
-25
-0.2% -$4.63K 0.06% 229
2025
Q1 		$3M Buy
15,954
+21
+0.1% +$4K 0.07% 225
2024
Q4 		$2.95M Buy
15,933
+193
+1% +$37K 0.07% 223
2024
Q3 		$2.99M Buy
15,740
+1
+0% +$182 0.07% 225
2024
Q2 		$2.75M Buy
15,739
+44
+0.3% +$7.69K 0.07% 226
2024
Q1 		$2.81M Sell
15,695
-220
-1% -$37.2K 0.06% 225
2023
Q4 		$2.63M Buy
15,915
+93
+0.6% +$14.4K 0.06% 233
2023
Q3 		$2.4M Sell
15,822
-32
-0.2% -$5.08K 0.06% 225
2023
Q2 		$2.5M Sell
15,854
-101
-0.6% -$15.4K 0.07% 216
2023
Q1 		$2.43M Buy
15,955
+203
+1% +$31.3K 0.07% 214
2022
Q4 		$2.39M Buy
15,752
+300
+2% +$44.9K 0.07% 230
2022
Q3 		$2.1M Buy
15,452
+69
+0.4% +$10.4K 0.07% 230
2022
Q2 		$2.23M Buy
15,383
+778
+5% +$122K 0.06% 238
2022
Q1 		$2.42M Sell
14,605
-113
-0.8% -$18.6K 0.06% 252
2021
Q4 		$2.47M Buy
14,718
+165
+1% +$27K 0.06% 254
2021
Q3 		$2.28M Buy
14,553
+233
+2% +$37.4K 0.06% 259
2021
Q2 		$2.27M Buy
14,320
+1,947
+16% +$308K 0.06% 264
2021
Q1 		$1.88M Buy
12,373
+350
+3% +$50.6K 0.05% 273
2020
Q4 		$1.64M Buy
12,023
+563
+5% +$72.2K 0.05% 281
2020
Q3 		$1.35M Sell
11,460
-300
-3% -$35.6K 0.05% 280
2020
Q2 		$1.32M Sell
11,760
-5,200
-31% -$572K 0.06% 281
2020
Q1 		$1.68M Sell
16,960
-27
-0.2% -$3.37K 0.08% 245
2019
Q4 		$2.32M Buy
16,987
+127
+0.8% +$16.7K 0.09% 227
2019
Q3 		$2.16M Sell
16,860
-1,001
-6% -$127K 0.09% 215
2019
Q2 		$2.27M Buy
17,861
+3,013
+20% +$377K 0.1% 200
2019
Q1 		$1.83M Sell
14,848
-1,250
-8% -$150K 0.08% 227
2018
Q4 		$1.79M Buy
16,098
+12,762
+383% +$1.53M 0.09% 225
2018
Q3 		$423K Sell
3,336
-1,519
-31% -$191K 0.02% 522
2018
Q2 		$590K Hold
4,855
– – 0.03% 443
2018
Q1 		$582K Sell
4,855
-249
-5% -$31K 0.03% 435
2017
Q4 		$635K Buy
5,104
+220
+5% +$26.7K 0.03% 386
2017
Q3 		$579K Sell
4,884
-1,916
-28% -$223K 0.03% 420
2017
Q2 		$792K Buy
6,800
+80
+1% +$9.21K 0.05% 345
2017
Q1 		$773K Sell
6,720
-782
-10% -$89.7K 0.05% 351
2016
Q4 		$841K Sell
7,502
-567
-7% -$61.3K 0.06% 324
2016
Q3 		$852K Buy
8,069
+28
+0.3% +$2.95K 0.09% 245
2016
Q2 		$830K Buy
8,041
+189
+2% +$19.1K 0.1% 228
2016
Q1 		$776K Buy
7,852
+304
+4% +$28.5K 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 +$792K 0.09% 260
2015
Q1 		– Sell
-6,697
Closed -$694K – 250
2014
Q4 		$699K Hold
6,697
– – 0.09% 264
2014
Q3 		$670K Sell
6,697
-1,040
-13% -$105K 0.09% 262
2014
Q2 		$784K Buy
7,737
+1,605
+26% +$157K 0.1% 236
2014
Q1 		$592K Sell
6,132
-428
-7% -$40.1K 0.08% 261
2013
Q4 		$618K Buy
6,560
+186
+3% +$16.9K 0.09% 238
2013
Q3 		$549K Hold
6,374
– – 0.09% 233
2013
Q2 		$534K Buy
+6,374
New +$531K 0.09% 232

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ancora Advisors's IWD Position: Q1 2026 in Review

Ancora Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q1 2026, buying an estimated $96.1K and bringing the position to 16,311 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #211.

Ancora Advisors first reported a position in IWD in Q2 2013 and has held it in 51 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Ancora Advisors held 16,311 shares of iShares Russell 1000 Value ETF worth $3.49M as of Q1 2026.
  • Ancora Advisors bought 439 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $96.1K.
  • iShares Russell 1000 Value ETF made up 0.07% of Ancora Advisors's portfolio in Q1 2026, its #211 holding.
  • Ancora Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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