Ancora Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ancora Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Hold	426	–	–	﹤0.01%	828
2025 Q4	$138K	Hold	426	–	–	﹤0.01%	832
2025 Q3	$136K	Hold	426	–	–	﹤0.01%	799
2025 Q2	$122K	Hold	426	–	–	﹤0.01%	838
2025 Q1	$109K	Hold	426	–	–	﹤0.01%	841
2024 Q4	$123K	Hold	426	–	–	﹤0.01%	820
2024 Q3	$121K	Hold	426	–	–	﹤0.01%	785
2024 Q2	$112K	Sell	426 -100	-19%	-$26K	﹤0.01%	780
2024 Q1	$142K	Buy	526 +100	+23%	+$25.6K	﹤0.01%	748
2023 Q4	$107K	Buy	426 +50	+13%	+$11.3K	﹤0.01%	783
2023 Q3	$84.3K	Hold	376	–	–	﹤0.01%	815
2023 Q2	$91.2K	Hold	376	–	–	﹤0.01%	790
2023 Q1	$85.3K	Hold	376	–	–	﹤0.01%	801
2022 Q4	$81K	Hold	376	–	–	﹤0.01%	869
2022 Q3	$78K	Hold	376	–	–	﹤0.01%	971
2022 Q2	$78K	Hold	376	–	–	﹤0.01%	1044
2022 Q1	$96K	Hold	376	–	–	﹤0.01%	1056
2021 Q4	$110K	Buy	376 +290	+337%	+$87.4K	﹤0.01%	993
2021 Q3	$25K	Buy	86 +84	+4,200%	+$25.2K	﹤0.01%	1409
2021 Q2	$1K	Sell	2 -173	-99%	-$52.1K	﹤0.01%	1890
2021 Q1	$53K	Hold	175	–	–	﹤0.01%	1038
2020 Q4	$50K	Hold	175	–	–	﹤0.01%	880
2020 Q3	$39K	Hold	175	–	–	﹤0.01%	904
2020 Q2	$36K	Hold	175	–	–	﹤0.01%	887
2020 Q1	$28K	Sell	175 -41	-19%	-$8.14K	﹤0.01%	997
2019 Q4	$46K	Buy	+216	New	+$43.8K	﹤0.01%	906
2018 Q4	–	Sell	-2	Closed	–	–	919
2018 Q3	$0	Buy	+2	New	+$426	﹤0.01%	1344
2017 Q1	–	Sell	-57	Closed	-$8K	–	850
2016 Q4	$8K	Buy	+57	New	+$8.51K	﹤0.01%	1070

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Ancora Advisors's IWO Position: Q1 2026 in Review

Ancora Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 426 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Ancora Advisors first reported a position in IWO in Q4 2016 and has held it in 28 quarters since. The position peaked at $142K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Ancora Advisors held 426 shares of iShares Russell 2000 Growth ETF worth $134K as of Q1 2026.
Ancora Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #828 holding.
Ancora Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's iShares Russell 2000 Growth ETF position peaked at $142K in Q1 2024.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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