Ancora Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $554K | Hold |
2,923
| – | – | 0.01% | 502 |
|
|
2025
Q4 | $530K | Hold |
2,923
| – | – | 0.01% | 525 |
|
|
2025
Q3 | $517K | Sell |
2,923
-70
| -2% | -$11.8K | 0.01% | 554 |
|
|
2025
Q2 | $472K | Sell |
2,993
-5
| -0.2% | -$745 | 0.01% | 541 |
|
|
2025
Q1 | $453K | Sell |
2,998
-35
| -1% | -$5.65K | 0.01% | 545 |
|
|
2024
Q4 | $498K | Hold |
3,033
| – | – | 0.01% | 521 |
|
|
2024
Q3 | $506K | Hold |
3,033
| – | – | 0.01% | 514 |
|
|
2024
Q2 | $462K | Hold |
3,033
| – | – | 0.01% | 509 |
|
|
2024
Q1 | $482K | Hold |
3,033
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $471K | Sell |
3,033
-188
| -6% | -$26K | 0.01% | 516 |
|
|
2023
Q3 | $437K | Sell |
3,221
-113
| -3% | -$16.2K | 0.01% | 504 |
|
|
2023
Q2 | $469K | Hold |
3,334
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $457K | Buy |
3,334
+213
| +7% | +$30.9K | 0.01% | 485 |
|
|
2022
Q4 | $433K | Buy |
3,121
+108
| +4% | +$15.2K | 0.01% | 514 |
|
|
2022
Q3 | $389K | Sell |
3,013
-166
| -5% | -$24K | 0.01% | 555 |
|
|
2022
Q2 | $433K | Buy |
3,179
+90
| +3% | +$13.4K | 0.01% | 559 |
|
|
2022
Q1 | $499K | Buy |
3,089
+688
| +29% | +$110K | 0.01% | 549 |
|
|
2021
Q4 | $399K | Buy |
2,401
+744
| +45% | +$124K | 0.01% | 606 |
|
|
2021
Q3 | $266K | Buy |
1,657
+65
| +4% | +$10.4K | 0.01% | 708 |
|
|
2021
Q2 | $264K | Buy |
1,592
+500
| +46% | +$82.5K | 0.01% | 695 |
|
|
2021
Q1 | $174K | Buy |
1,092
+28
| +3% | +$4.23K | ﹤0.01% | 737 |
|
|
2020
Q4 | $140K | Sell |
1,064
-83
| -7% | -$9.8K | ﹤0.01% | 681 |
|
|
2020
Q3 | $114K | Sell |
1,147
-150
| -12% | -$15.2K | ﹤0.01% | 697 |
|
|
2020
Q2 | $126K | Sell |
1,297
-7,460
| -85% | -$679K | 0.01% | 664 |
|
|
2020
Q1 | $718K | Buy |
8,757
+2,100
| +32% | +$236K | 0.03% | 380 |
|
|
2019
Q4 | $856K | Buy |
6,657
+150
| +2% | +$18.5K | 0.03% | 397 |
|
|
2019
Q3 | $777K | Buy |
6,507
+3,437
| +112% | +$406K | 0.03% | 374 |
|
|
2019
Q2 | $370K | Buy |
+3,070
| New | +$371K | 0.02% | 472 |
|
|
2018
Q4 | – | Sell |
-668
| Closed | -$88K | – | 918 |
|
|
2018
Q3 | $88K | Buy |
+668
| New | +$90K | ﹤0.01% | 782 |
|
|
2017
Q1 | – | Sell |
-378
| Closed | -$45K | – | 849 |
|
|
2016
Q4 | $45K | Buy |
+378
| New | +$41.8K | ﹤0.01% | 792 |
|
Other funds holding IWN
TWIM
DADC
TCIIS
VNIM
Ancora Advisors's IWN Position: Q1 2026 in Review
Ancora Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 2,923 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #502.
Ancora Advisors first reported a position in IWN in Q4 2016 and has held it in 30 quarters since. The position peaked at $856K in Q4 2019. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.
- Ancora Advisors held 2,923 shares of iShares Russell 2000 Value ETF worth $554K as of Q1 2026.
- Ancora Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
- iShares Russell 2000 Value ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #502 holding.
- Ancora Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 30 quarters since.
- Ancora Advisors's iShares Russell 2000 Value ETF position peaked at $856K in Q4 2019.
- 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.