Ancora Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Sell |
6,025
-40
| -0.7% | -$10.3K | 0.03% | 327 |
|
|
2025
Q4 | $1.49M | Buy |
6,065
+83
| +1% | +$20.4K | 0.03% | 333 |
|
|
2025
Q3 | $1.45M | Sell |
5,982
-67
| -1% | -$15.4K | 0.03% | 353 |
|
|
2025
Q2 | $1.31M | Sell |
6,049
-142
| -2% | -$28.6K | 0.03% | 359 |
|
|
2025
Q1 | $1.24M | Sell |
6,191
-115
| -2% | -$24.9K | 0.03% | 351 |
|
|
2024
Q4 | $1.39M | Sell |
6,306
-492
| -7% | -$112K | 0.03% | 339 |
|
|
2024
Q3 | $1.5M | Sell |
6,798
-87
| -1% | -$18.6K | 0.03% | 318 |
|
|
2024
Q2 | $1.4M | Sell |
6,885
-288
| -4% | -$58.2K | 0.03% | 325 |
|
|
2024
Q1 | $1.51M | Sell |
7,173
-355
| -5% | -$70.8K | 0.03% | 325 |
|
|
2023
Q4 | $1.51M | Buy |
7,528
+626
| +9% | +$112K | 0.04% | 310 |
|
|
2023
Q3 | $1.22M | Sell |
6,902
-67
| -1% | -$12.6K | 0.03% | 323 |
|
|
2023
Q2 | $1.31M | Buy |
6,969
+507
| +8% | +$90.4K | 0.03% | 312 |
|
|
2023
Q1 | $1.15M | Buy |
6,462
+146
| +2% | +$26.9K | 0.03% | 329 |
|
|
2022
Q4 | $1.1M | Sell |
6,316
-559
| -8% | -$99.4K | 0.03% | 342 |
|
|
2022
Q3 | $1.13M | Sell |
6,875
-192
| -3% | -$35K | 0.04% | 330 |
|
|
2022
Q2 | $1.2M | Buy |
7,067
+164
| +2% | +$30.2K | 0.03% | 335 |
|
|
2022
Q1 | $1.42M | Sell |
6,903
-171
| -2% | -$34.9K | 0.03% | 338 |
|
|
2021
Q4 | $1.57M | Buy |
+7,074
| New | +$1.6M | 0.04% | 319 |
|
|
2021
Q3 | – | Sell |
-6,881
| Closed | -$1.53M | – | 2255 |
|
|
2021
Q2 | $1.58M | Sell |
6,881
-118
| -2% | -$26.5K | 0.04% | 312 |
|
|
2021
Q1 | $1.55M | Sell |
6,999
-11,046
| -61% | -$2.41M | 0.04% | 296 |
|
|
2020
Q4 | $3.54M | Buy |
18,045
+11,171
| +163% | +$1.95M | 0.11% | 181 |
|
|
2020
Q3 | $1.03M | Sell |
6,874
-30,769
| -82% | -$4.63M | 0.04% | 309 |
|
|
2020
Q2 | $5.39M | Sell |
37,643
-29,117
| -44% | -$3.82M | 0.23% | 105 |
|
|
2020
Q1 | $7.64M | Buy |
66,760
+59,791
| +858% | +$8.91M | 0.35% | 77 |
|
|
2019
Q4 | $1.15M | Sell |
6,969
-1,080
| -13% | -$171K | 0.04% | 335 |
|
|
2019
Q3 | $1.22M | Buy |
8,049
+2,507
| +45% | +$383K | 0.05% | 294 |
|
|
2019
Q2 | $4.34M | Buy |
5,542
+728
| +15% | +$112K | 0.19% | 146 |
|
|
2019
Q1 | $3.99M | Sell |
4,814
-33,368
| -87% | -$5.01M | 0.18% | 161 |
|
|
2018
Q4 | $21.3M | Buy |
38,182
+9,216
| +32% | +$1.38M | 1.02% | 10 |
|
|
2018
Q3 | $4.88M | Sell |
28,966
-7,673
| -21% | -$1.3M | 0.19% | 160 |
|
|
2018
Q2 | $6M | Sell |
36,639
-31,212
| -46% | -$4.99M | 0.26% | 133 |
|
|
2018
Q1 | $10.3M | Buy |
67,851
+59,740
| +737% | +$9.23M | 0.46% | 63 |
|
|
2017
Q4 | $1.24M | Sell |
8,111
-300
| -4% | -$45.1K | 0.07% | 270 |
|
|
2017
Q3 | $1.25M | Buy |
8,411
+177
| +2% | +$24.9K | 0.07% | 275 |
|
|
2017
Q2 | $1.16M | Buy |
8,234
+100
| +1% | +$13.8K | 0.08% | 283 |
|
|
2017
Q1 | $1.12M | Buy |
8,134
+4,930
| +154% | +$674K | 0.08% | 274 |
|
|
2016
Q4 | $432K | Buy |
3,204
+957
| +43% | +$122K | 0.03% | 427 |
|
|
2016
Q3 | $279K | Buy |
2,247
+105
| +5% | +$12.8K | 0.03% | 425 |
|
|
2016
Q2 | $246K | Buy |
2,142
+1
| +0% | +$113 | 0.03% | 425 |
|
|
2016
Q1 | $237K | Buy |
+2,141
| New | +$222K | 0.03% | 419 |
|
|
2015
Q3 | – | Sell |
-4,158
| Closed | -$519K | – | 509 |
|
|
2015
Q2 | $519K | Buy |
+4,158
| New | +$519K | 0.06% | 315 |
|
|
2015
Q1 | – | Sell |
-6,400
| Closed | -$771K | – | 243 |
|
|
2014
Q4 | $766K | Buy |
+6,400
| New | +$732K | 0.09% | 252 |
|
|
2014
Q3 | – | Sell |
-1,811
| Closed | -$215K | – | 479 |
|
|
2014
Q2 | $215K | Buy |
+1,811
| New | +$206K | 0.03% | 422 |
|
Other funds holding IWM
Ancora Advisors's IWM Position: Q1 2026 in Review
Ancora Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.66% in Q1 2026, selling an estimated $10.3K and leaving 6,025 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #327.
Ancora Advisors first reported a position in IWM in Q2 2014 and has held it in 43 quarters since. The position peaked at $21.3M in Q4 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Ancora Advisors held 6,025 shares of iShares Russell 2000 ETF worth $1.49M as of Q1 2026.
- Ancora Advisors sold 40 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.3K.
- iShares Russell 2000 ETF made up 0.03% of Ancora Advisors's portfolio in Q1 2026, its #327 holding.
- Ancora Advisors first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 43 quarters since.
- Ancora Advisors's iShares Russell 2000 ETF position peaked at $21.3M in Q4 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.