Ancora Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
2,993
-5
| -0.2% | -$789 | 0.01% | 533 |
|
|
2025
Q1 | $453K | Sell |
2,998
-35
| -1% | -$5.29K | 0.01% | 537 |
|
|
2024
Q4 | $498K | Hold |
3,033
| – | – | 0.01% | 515 |
|
|
2024
Q3 | $506K | Hold |
3,033
| – | – | 0.01% | 506 |
|
|
2024
Q2 | $462K | Hold |
3,033
| – | – | 0.01% | 501 |
|
|
2024
Q1 | $482K | Hold |
3,033
| – | – | 0.01% | 501 |
|
|
2023
Q4 | $471K | Sell |
3,033
-188
| -6% | -$29.2K | 0.01% | 497 |
|
|
2023
Q3 | $437K | Sell |
3,221
-113
| -3% | -$15.3K | 0.01% | 488 |
|
|
2023
Q2 | $469K | Hold |
3,334
| – | – | 0.01% | 468 |
|
|
2023
Q1 | $457K | Buy |
3,334
+213
| +7% | +$29.2K | 0.01% | 479 |
|
|
2022
Q4 | $433K | Buy |
3,121
+108
| +4% | +$15K | 0.01% | 502 |
|
|
2022
Q3 | $389K | Sell |
3,013
-166
| -5% | -$21.4K | 0.01% | 536 |
|
|
2022
Q2 | $433K | Buy |
3,179
+90
| +3% | +$12.3K | 0.01% | 538 |
|
|
2022
Q1 | $499K | Buy |
3,089
+688
| +29% | +$111K | 0.01% | 536 |
|
|
2021
Q4 | $399K | Buy |
2,401
+744
| +45% | +$124K | 0.01% | 600 |
|
|
2021
Q3 | $266K | Buy |
1,657
+65
| +4% | +$10.4K | 0.01% | 698 |
|
|
2021
Q2 | $264K | Buy |
1,592
+500
| +46% | +$82.9K | 0.01% | 686 |
|
|
2021
Q1 | $174K | Buy |
1,092
+28
| +3% | +$4.46K | ﹤0.01% | 725 |
|
|
2020
Q4 | $140K | Sell |
1,064
-83
| -7% | -$10.9K | ﹤0.01% | 667 |
|
|
2020
Q3 | $114K | Sell |
1,147
-150
| -12% | -$14.9K | ﹤0.01% | 678 |
|
|
2020
Q2 | $126K | Sell |
1,297
-7,460
| -85% | -$725K | 0.01% | 646 |
|
|
2020
Q1 | $718K | Buy |
8,757
+2,100
| +32% | +$172K | 0.03% | 372 |
|
|
2019
Q4 | $856K | Buy |
6,657
+150
| +2% | +$19.3K | 0.03% | 392 |
|
|
2019
Q3 | $777K | Buy |
6,507
+3,437
| +112% | +$410K | 0.03% | 370 |
|
|
2019
Q2 | $370K | Buy |
+3,070
| New | +$370K | 0.02% | 472 |
|
|
2018
Q4 | – | Sell |
-668
| Closed | -$88K | – | 918 |
|
|
2018
Q3 | $88K | Buy |
+668
| New | +$88K | ﹤0.01% | 782 |
|
|
2017
Q1 | – | Sell |
-378
| Closed | -$45K | – | 849 |
|
|
2016
Q4 | $45K | Buy |
+378
| New | +$45K | ﹤0.01% | 792 |
|