Ancora Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Hold |
2,528
| – | – | 0.01% | 584 |
|
|
2025
Q4 | $357K | Hold |
2,528
| – | – | 0.01% | 612 |
|
|
2025
Q3 | $353K | Hold |
2,528
| – | – | 0.01% | 609 |
|
|
2025
Q2 | $334K | Hold |
2,528
| – | – | 0.01% | 615 |
|
|
2025
Q1 | $318K | Hold |
2,528
| – | – | 0.01% | 618 |
|
|
2024
Q4 | $327K | Buy |
2,528
+645
| +34% | +$86.3K | 0.01% | 603 |
|
|
2024
Q3 | $249K | Hold |
1,883
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $227K | Hold |
1,883
| – | – | 0.01% | 639 |
|
|
2024
Q1 | $236K | Hold |
1,883
| – | – | 0.01% | 641 |
|
|
2023
Q4 | $219K | Buy |
1,883
+85
| +5% | +$9.06K | 0.01% | 651 |
|
|
2023
Q3 | $188K | Sell |
1,798
-721
| -29% | -$79.4K | 0.01% | 677 |
|
|
2023
Q2 | $277K | Hold |
2,519
| – | – | 0.01% | 586 |
|
|
2023
Q1 | $268K | Buy |
2,519
+21
| +0.8% | +$2.29K | 0.01% | 596 |
|
|
2022
Q4 | $263K | Hold |
2,498
| – | – | 0.01% | 616 |
|
|
2022
Q3 | $240K | Hold |
2,498
| – | – | 0.01% | 685 |
|
|
2022
Q2 | $254K | Buy |
2,498
+117
| +5% | +$13.1K | 0.01% | 692 |
|
|
2022
Q1 | $285K | Hold |
2,381
| – | – | 0.01% | 701 |
|
|
2021
Q4 | $291K | Sell |
2,381
-67
| -3% | -$8K | 0.01% | 698 |
|
|
2021
Q3 | $277K | Buy |
2,448
+151
| +7% | +$17.5K | 0.01% | 697 |
|
|
2021
Q2 | $264K | Hold |
2,297
| – | – | 0.01% | 696 |
|
|
2021
Q1 | $251K | Hold |
2,297
| – | – | 0.01% | 675 |
|
|
2020
Q4 | $223K | Hold |
2,297
| – | – | 0.01% | 607 |
|
|
2020
Q3 | $186K | Hold |
2,297
| – | – | 0.01% | 613 |
|
|
2020
Q2 | $176K | Hold |
2,297
| – | – | 0.01% | 611 |
|
|
2020
Q1 | $147K | Hold |
2,297
| – | – | 0.01% | 707 |
|
|
2019
Q4 | $218K | Hold |
2,297
| – | – | 0.01% | 639 |
|
|
2019
Q3 | $206K | Sell |
2,297
-178
| -7% | -$15.8K | 0.01% | 585 |
|
|
2019
Q2 | $221K | Buy |
+2,475
| New | +$217K | 0.01% | 540 |
|
|
2018
Q4 | – | Sell |
-1,820
| Closed | -$164K | – | 921 |
|
|
2018
Q3 | $164K | Buy |
+1,820
| New | +$165K | 0.01% | 676 |
|
|
2018
Q1 | – | Sell |
-2,698
| Closed | -$241K | – | 684 |
|
|
2017
Q4 | $241K | Hold |
2,698
| – | – | 0.01% | 557 |
|
|
2017
Q3 | $230K | Sell |
2,698
-1,101
| -29% | -$92.3K | 0.01% | 594 |
|
|
2017
Q2 | $320K | Sell |
3,799
-100
| -3% | -$8.32K | 0.02% | 507 |
|
|
2017
Q1 | $323K | Buy |
3,899
+244
| +7% | +$20.2K | 0.02% | 503 |
|
|
2016
Q4 | $294K | Buy |
+3,655
| New | +$285K | 0.02% | 492 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Ancora Advisors's IWS Position: Q1 2026 in Review
Ancora Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,528 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #584.
Ancora Advisors first reported a position in IWS in Q4 2016 and has held it in 34 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Ancora Advisors held 2,528 shares of iShares Russell Mid-Cap Value ETF worth $368K as of Q1 2026.
- Ancora Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap Value ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #584 holding.
- Ancora Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 34 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.