Ancora Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
6,049
-142
| -2% | -$30.6K | 0.03% | 354 |
|
|
2025
Q1 | $1.24M | Sell |
6,191
-115
| -2% | -$22.9K | 0.03% | 347 |
|
|
2024
Q4 | $1.39M | Sell |
6,306
-492
| -7% | -$109K | 0.03% | 338 |
|
|
2024
Q3 | $1.5M | Sell |
6,798
-87
| -1% | -$19.2K | 0.03% | 315 |
|
|
2024
Q2 | $1.4M | Sell |
6,885
-288
| -4% | -$58.4K | 0.03% | 321 |
|
|
2024
Q1 | $1.51M | Sell |
7,173
-355
| -5% | -$74.7K | 0.03% | 318 |
|
|
2023
Q4 | $1.51M | Buy |
7,528
+626
| +9% | +$126K | 0.04% | 304 |
|
|
2023
Q3 | $1.22M | Sell |
6,902
-67
| -1% | -$11.8K | 0.03% | 316 |
|
|
2023
Q2 | $1.31M | Buy |
6,969
+507
| +8% | +$94.9K | 0.03% | 309 |
|
|
2023
Q1 | $1.15M | Buy |
6,462
+146
| +2% | +$26K | 0.03% | 326 |
|
|
2022
Q4 | $1.1M | Sell |
6,316
-559
| -8% | -$97.5K | 0.03% | 336 |
|
|
2022
Q3 | $1.13M | Sell |
6,875
-192
| -3% | -$31.7K | 0.04% | 318 |
|
|
2022
Q2 | $1.2M | Buy |
7,067
+164
| +2% | +$27.8K | 0.03% | 324 |
|
|
2022
Q1 | $1.42M | Sell |
6,903
-171
| -2% | -$35.1K | 0.03% | 331 |
|
|
2021
Q4 | $1.57M | Buy |
+7,074
| New | +$1.57M | 0.04% | 315 |
|
|
2021
Q3 | – | Sell |
-6,881
| Closed | -$1.58M | – | 2225 |
|
|
2021
Q2 | $1.58M | Sell |
6,881
-118
| -2% | -$27.1K | 0.04% | 308 |
|
|
2021
Q1 | $1.55M | Sell |
6,999
-11,046
| -61% | -$2.44M | 0.04% | 292 |
|
|
2020
Q4 | $3.54M | Buy |
18,045
+11,171
| +163% | +$2.19M | 0.11% | 180 |
|
|
2020
Q3 | $1.03M | Sell |
6,874
-30,769
| -82% | -$4.61M | 0.04% | 304 |
|
|
2020
Q2 | $5.39M | Sell |
37,643
-29,117
| -44% | -$4.17M | 0.23% | 105 |
|
|
2020
Q1 | $7.64M | Buy |
66,760
+59,791
| +858% | +$6.84M | 0.35% | 76 |
|
|
2019
Q4 | $1.15M | Sell |
6,969
-1,080
| -13% | -$179K | 0.04% | 332 |
|
|
2019
Q3 | $1.22M | Buy |
8,049
+2,507
| +45% | +$379K | 0.05% | 290 |
|
|
2019
Q2 | $4.34M | Buy |
5,542
+728
| +15% | +$570K | 0.19% | 146 |
|
|
2019
Q1 | $3.99M | Sell |
4,814
-33,368
| -87% | -$27.6M | 0.18% | 161 |
|
|
2018
Q4 | $21.3M | Buy |
38,182
+9,216
| +32% | +$5.14M | 1.02% | 10 |
|
|
2018
Q3 | $4.88M | Sell |
28,966
-7,673
| -21% | -$1.29M | 0.19% | 160 |
|
|
2018
Q2 | $6M | Sell |
36,639
-31,212
| -46% | -$5.11M | 0.26% | 133 |
|
|
2018
Q1 | $10.3M | Buy |
67,851
+59,740
| +737% | +$9.07M | 0.46% | 63 |
|
|
2017
Q4 | $1.24M | Sell |
8,111
-300
| -4% | -$45.8K | 0.07% | 270 |
|
|
2017
Q3 | $1.25M | Buy |
8,411
+177
| +2% | +$26.2K | 0.07% | 275 |
|
|
2017
Q2 | $1.16M | Buy |
8,234
+100
| +1% | +$14.1K | 0.08% | 283 |
|
|
2017
Q1 | $1.12M | Buy |
8,134
+4,930
| +154% | +$678K | 0.08% | 274 |
|
|
2016
Q4 | $432K | Buy |
3,204
+957
| +43% | +$129K | 0.03% | 427 |
|
|
2016
Q3 | $279K | Buy |
2,247
+105
| +5% | +$13K | 0.03% | 425 |
|
|
2016
Q2 | $246K | Buy |
2,142
+1
| +0% | +$115 | 0.03% | 425 |
|
|
2016
Q1 | $237K | Buy |
+2,141
| New | +$237K | 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 | -$766K | – | 243 |
|
|
2014
Q4 | $766K | Buy |
+6,400
| New | +$766K | 0.09% | 252 |
|
|
2014
Q3 | – | Sell |
-1,811
| Closed | -$215K | – | 479 |
|
|
2014
Q2 | $215K | Buy |
+1,811
| New | +$215K | 0.03% | 422 |
|