Ancora Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $122K | Hold |
426
| – | – | ﹤0.01% | 825 |
|
2025
Q1 | $109K | Hold |
426
| – | – | ﹤0.01% | 828 |
|
2024
Q4 | $123K | Hold |
426
| – | – | ﹤0.01% | 806 |
|
2024
Q3 | $121K | Hold |
426
| – | – | ﹤0.01% | 772 |
|
2024
Q2 | $112K | Sell |
426
-100
| -19% | -$26.3K | ﹤0.01% | 759 |
|
2024
Q1 | $142K | Buy |
526
+100
| +23% | +$27.1K | ﹤0.01% | 733 |
|
2023
Q4 | $107K | Buy |
426
+50
| +13% | +$12.6K | ﹤0.01% | 756 |
|
2023
Q3 | $84.3K | Hold |
376
| – | – | ﹤0.01% | 790 |
|
2023
Q2 | $91.2K | Hold |
376
| – | – | ﹤0.01% | 768 |
|
2023
Q1 | $85.3K | Hold |
376
| – | – | ﹤0.01% | 781 |
|
2022
Q4 | $81K | Hold |
376
| – | – | ﹤0.01% | 841 |
|
2022
Q3 | $78K | Hold |
376
| – | – | ﹤0.01% | 939 |
|
2022
Q2 | $78K | Hold |
376
| – | – | ﹤0.01% | 1014 |
|
2022
Q1 | $96K | Hold |
376
| – | – | ﹤0.01% | 1038 |
|
2021
Q4 | $110K | Buy |
376
+290
| +337% | +$84.8K | ﹤0.01% | 984 |
|
2021
Q3 | $25K | Buy |
86
+84
| +4,200% | +$24.4K | ﹤0.01% | 1386 |
|
2021
Q2 | $1K | Sell |
2
-173
| -99% | -$86.5K | ﹤0.01% | 1858 |
|
2021
Q1 | $53K | Hold |
175
| – | – | ﹤0.01% | 1015 |
|
2020
Q4 | $50K | Hold |
175
| – | – | ﹤0.01% | 863 |
|
2020
Q3 | $39K | Hold |
175
| – | – | ﹤0.01% | 877 |
|
2020
Q2 | $36K | Hold |
175
| – | – | ﹤0.01% | 861 |
|
2020
Q1 | $28K | Sell |
175
-41
| -19% | -$6.56K | ﹤0.01% | 956 |
|
2019
Q4 | $46K | Buy |
+216
| New | +$46K | ﹤0.01% | 890 |
|
2018
Q4 | – | Sell |
-2
| Closed | – | – | 919 |
|
2018
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1344 |
|
2017
Q1 | – | Sell |
-57
| Closed | -$8K | – | 850 |
|
2016
Q4 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 1070 |
|