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Ancora Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ancora Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
8,868
-2,013
-19% -$277K 0.03% 385
2026
Q1 		$1.39M Hold
10,881
– – 0.03% 345
2025
Q4 		$1.49M Hold
10,881
– – 0.03% 336
2025
Q3 		$1.55M Buy
10,881
+246
+2% +$34.8K 0.03% 340
2025
Q2 		$1.47M Buy
10,635
+161
+2% +$20.4K 0.03% 339
2025
Q1 		$1.23M Sell
10,474
-2,314
-18% -$297K 0.03% 353
2024
Q4 		$1.62M Buy
12,788
+50
+0.4% +$6.36K 0.04% 313
2024
Q3 		$1.49M Hold
12,738
– – 0.03% 320
2024
Q2 		$1.41M Hold
12,738
– – 0.03% 323
2024
Q1 		$1.45M Sell
12,738
-300
-2% -$32.5K 0.03% 329
2023
Q4 		$1.36M Buy
13,038
+10,017
+332% +$950K 0.03% 329
2023
Q3 		$276K Sell
3,021
-100
-3% -$9.56K 0.01% 595
2023
Q2 		$302K Hold
3,121
– – 0.01% 565
2023
Q1 		$284K Hold
3,121
– – 0.01% 584
2022
Q4 		$260K Hold
3,121
– – 0.01% 620
2022
Q3 		$245K Hold
3,121
– – 0.01% 677
2022
Q2 		$247K Sell
3,121
-298
-9% -$26K 0.01% 707
2022
Q1 		$343K Hold
3,419
– – 0.01% 648
2021
Q4 		$394K Sell
3,419
-251
-7% -$29.3K 0.01% 610
2021
Q3 		$411K Buy
3,670
+568
+18% +$65.3K 0.01% 595
2021
Q2 		$351K Sell
3,102
-500
-14% -$53.4K 0.01% 626
2021
Q1 		$368K Buy
3,602
+400
+12% +$41.8K 0.01% 593
2020
Q4 		$328K Hold
3,202
– – 0.01% 540
2020
Q3 		$277K Hold
3,202
– – 0.01% 552
2020
Q2 		$253K Hold
3,202
– – 0.01% 554
2020
Q1 		$194K Hold
3,202
– – 0.01% 653
2019
Q4 		$244K Hold
3,202
– – 0.01% 621
2019
Q3 		$226K Sell
3,202
-228
-7% -$16.4K 0.01% 576
2019
Q2 		$244K Buy
+3,430
New +$239K 0.01% 527
2018
Q4 		– Sell
-2,702
Closed -$184K – 920
2018
Q3 		$184K Buy
+2,702
New +$180K 0.01% 662
2017
Q1 		– Sell
-24
Closed -$1K – 851
2016
Q4 		$1K Buy
+24
New +$1.16K ﹤0.01% 1210

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Ancora Advisors's IWP Position: Q2 2026 in Review

Ancora Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 19% in Q2 2026, selling an estimated $277K and leaving 8,868 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #385.

Ancora Advisors first reported a position in IWP in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.62M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Ancora Advisors held 8,868 shares of iShares Russell Mid-Cap Growth ETF worth $1.3M as of Q2 2026.
  • Ancora Advisors sold 2,013 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $277K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Ancora Advisors's portfolio in Q2 2026, its #385 holding.
  • Ancora Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 31 quarters since.
  • Ancora Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.62M in Q4 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.