Ancora Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
10,635
+161
| +2% | +$22.3K | 0.03% | 334 |
|
|
2025
Q1 | $1.23M | Sell |
10,474
-2,314
| -18% | -$272K | 0.03% | 349 |
|
|
2024
Q4 | $1.62M | Buy |
12,788
+50
| +0.4% | +$6.34K | 0.04% | 312 |
|
|
2024
Q3 | $1.49M | Hold |
12,738
| – | – | 0.03% | 317 |
|
|
2024
Q2 | $1.41M | Hold |
12,738
| – | – | 0.03% | 319 |
|
|
2024
Q1 | $1.45M | Sell |
12,738
-300
| -2% | -$34.2K | 0.03% | 322 |
|
|
2023
Q4 | $1.36M | Buy |
13,038
+10,017
| +332% | +$1.05M | 0.03% | 321 |
|
|
2023
Q3 | $276K | Sell |
3,021
-100
| -3% | -$9.14K | 0.01% | 576 |
|
|
2023
Q2 | $302K | Hold |
3,121
| – | – | 0.01% | 552 |
|
|
2023
Q1 | $284K | Hold |
3,121
| – | – | 0.01% | 572 |
|
|
2022
Q4 | $260K | Hold |
3,121
| – | – | 0.01% | 601 |
|
|
2022
Q3 | $245K | Hold |
3,121
| – | – | 0.01% | 650 |
|
|
2022
Q2 | $247K | Sell |
3,121
-298
| -9% | -$23.6K | 0.01% | 682 |
|
|
2022
Q1 | $343K | Hold |
3,419
| – | – | 0.01% | 634 |
|
|
2021
Q4 | $394K | Sell |
3,419
-251
| -7% | -$28.9K | 0.01% | 604 |
|
|
2021
Q3 | $411K | Buy |
3,670
+568
| +18% | +$63.6K | 0.01% | 586 |
|
|
2021
Q2 | $351K | Sell |
3,102
-500
| -14% | -$56.6K | 0.01% | 617 |
|
|
2021
Q1 | $368K | Buy |
3,602
+400
| +12% | +$40.9K | 0.01% | 584 |
|
|
2020
Q4 | $328K | Hold |
3,202
| – | – | 0.01% | 528 |
|
|
2020
Q3 | $277K | Hold |
3,202
| – | – | 0.01% | 535 |
|
|
2020
Q2 | $253K | Hold |
3,202
| – | – | 0.01% | 538 |
|
|
2020
Q1 | $194K | Hold |
3,202
| – | – | 0.01% | 632 |
|
|
2019
Q4 | $244K | Hold |
3,202
| – | – | 0.01% | 614 |
|
|
2019
Q3 | $226K | Sell |
3,202
-228
| -7% | -$16.1K | 0.01% | 567 |
|
|
2019
Q2 | $244K | Buy |
+3,430
| New | +$244K | 0.01% | 527 |
|
|
2018
Q4 | – | Sell |
-2,702
| Closed | -$184K | – | 920 |
|
|
2018
Q3 | $184K | Buy |
+2,702
| New | +$184K | 0.01% | 662 |
|
|
2017
Q1 | – | Sell |
-24
| Closed | -$1K | – | 851 |
|
|
2016
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1210 |
|