Ancora Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
20,231
-610
| -3% | -$56.1K | 0.04% | 295 |
|
|
2025
Q1 | $1.77M | Sell |
20,841
-755
| -3% | -$64.2K | 0.04% | 292 |
|
|
2024
Q4 | $1.91M | Sell |
21,596
-56
| -0.3% | -$4.95K | 0.04% | 285 |
|
|
2024
Q3 | $1.91M | Buy |
21,652
+44
| +0.2% | +$3.88K | 0.04% | 278 |
|
|
2024
Q2 | $1.75M | Sell |
21,608
-815
| -4% | -$66.1K | 0.04% | 285 |
|
|
2024
Q1 | $1.89M | Buy |
22,423
+1
| +0% | +$84 | 0.04% | 276 |
|
|
2023
Q4 | $1.74M | Sell |
22,422
-217
| -1% | -$16.9K | 0.04% | 286 |
|
|
2023
Q3 | $1.57M | Hold |
22,639
| – | – | 0.04% | 280 |
|
|
2023
Q2 | $1.65M | Buy |
22,639
+716
| +3% | +$52.3K | 0.04% | 270 |
|
|
2023
Q1 | $1.53M | Buy |
21,923
+252
| +1% | +$17.6K | 0.04% | 284 |
|
|
2022
Q4 | $1.46M | Sell |
21,671
-276
| -1% | -$18.6K | 0.04% | 290 |
|
|
2022
Q3 | $1.36M | Sell |
21,947
-5
| -0% | -$311 | 0.04% | 293 |
|
|
2022
Q2 | $1.42M | Sell |
21,952
-367
| -2% | -$23.7K | 0.04% | 297 |
|
|
2022
Q1 | $1.74M | Buy |
22,319
+740
| +3% | +$57.8K | 0.04% | 294 |
|
|
2021
Q4 | $1.79M | Sell |
21,579
-300
| -1% | -$24.9K | 0.04% | 292 |
|
|
2021
Q3 | $1.71M | Sell |
21,879
-507
| -2% | -$39.6K | 0.04% | 292 |
|
|
2021
Q2 | $1.77M | Sell |
22,386
-280
| -1% | -$22.2K | 0.05% | 291 |
|
|
2021
Q1 | $1.68M | Sell |
22,666
-263
| -1% | -$19.4K | 0.05% | 284 |
|
|
2020
Q4 | $1.57M | Buy |
22,929
+360
| +2% | +$24.7K | 0.05% | 284 |
|
|
2020
Q3 | $1.3M | Buy |
22,569
+6,451
| +40% | +$370K | 0.05% | 277 |
|
|
2020
Q2 | $864K | Sell |
16,118
-168
| -1% | -$9.01K | 0.04% | 332 |
|
|
2020
Q1 | $703K | Sell |
16,286
-48
| -0.3% | -$2.07K | 0.03% | 375 |
|
|
2019
Q4 | $973K | Buy |
16,334
+144
| +0.9% | +$8.58K | 0.04% | 361 |
|
|
2019
Q3 | $906K | Buy |
16,190
+722
| +5% | +$40.4K | 0.04% | 334 |
|
|
2019
Q2 | $865K | Buy |
15,468
+40
| +0.3% | +$2.24K | 0.04% | 313 |
|
|
2019
Q1 | $832K | Sell |
15,428
-296,013
| -95% | -$16M | 0.04% | 329 |
|
|
2018
Q4 | $14.5M | Buy |
311,441
+280,617
| +910% | +$13M | 0.7% | 34 |
|
|
2018
Q3 | $1.7M | Buy |
30,824
+8,448
| +38% | +$466K | 0.07% | 258 |
|
|
2018
Q2 | $1.19M | Sell |
22,376
-2,844
| -11% | -$151K | 0.05% | 309 |
|
|
2018
Q1 | $1.3M | Buy |
25,220
+6,896
| +38% | +$356K | 0.06% | 284 |
|
|
2017
Q4 | $954K | Sell |
18,324
-504
| -3% | -$26.2K | 0.05% | 311 |
|
|
2017
Q3 | $928K | Buy |
18,828
+628
| +3% | +$31K | 0.05% | 336 |
|
|
2017
Q2 | $874K | Buy |
18,200
+20
| +0.1% | +$960 | 0.06% | 337 |
|
|
2017
Q1 | $851K | Hold |
18,180
| – | – | 0.06% | 342 |
|
|
2016
Q4 | $813K | Buy |
18,180
+7,792
| +75% | +$348K | 0.06% | 330 |
|
|
2016
Q3 | $453K | Sell |
10,388
-88
| -0.8% | -$3.84K | 0.05% | 348 |
|
|
2016
Q2 | $441K | Hold |
10,476
| – | – | 0.05% | 337 |
|
|
2016
Q1 | $427K | Buy |
10,476
+168
| +2% | +$6.85K | 0.05% | 326 |
|
|
2015
Q4 | $413K | Hold |
10,308
| – | – | 0.05% | 329 |
|
|
2015
Q3 | $401K | Sell |
10,308
-608
| -6% | -$23.7K | 0.05% | 329 |
|
|
2015
Q2 | $465K | Buy |
+10,916
| New | +$465K | 0.05% | 333 |
|
|
2015
Q1 | – | Sell |
-10,164
| Closed | -$424K | – | 326 |
|
|
2014
Q4 | $424K | Hold |
10,164
| – | – | 0.05% | 335 |
|
|
2014
Q3 | $402K | Hold |
10,164
| – | – | 0.05% | 325 |
|
|
2014
Q2 | $413K | Sell |
10,164
-496
| -5% | -$20.2K | 0.05% | 334 |
|
|
2014
Q1 | $412K | Hold |
10,660
| – | – | 0.06% | 310 |
|
|
2013
Q4 | $400K | Buy |
10,660
+200
| +2% | +$7.51K | 0.06% | 289 |
|
|
2013
Q3 | $364K | Hold |
10,460
| – | – | 0.06% | 287 |
|
|
2013
Q2 | $340K | Buy |
+10,460
| New | +$340K | 0.06% | 289 |
|