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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $230K | Sell |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | $294K | Buy |
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