Ancora Advisors’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$846K	Sell	7,191 -388	-5%	-$48.2K	0.02%	430
2025 Q4	$977K	Buy	7,579 +11	+0.1%	+$1.38K	0.02%	403
2025 Q3	$958K	Buy	7,568 +8	+0.1%	+$990	0.02%	431
2025 Q2	$915K	Buy	7,560 +8	+0.1%	+$902	0.02%	421
2025 Q1	$852K	Buy	7,552 +8	+0.1%	+$916	0.02%	423
2024 Q4	$834K	Buy	7,544 +10	+0.1%	+$1.11K	0.02%	438
2024 Q3	$783K	Buy	7,534 +9	+0.1%	+$903	0.02%	432
2024 Q2	$712K	Buy	7,525 +8	+0.1%	+$749	0.02%	442
2024 Q1	$719K	Buy	7,517 +8	+0.1%	+$713	0.02%	446
2023 Q4	$641K	Buy	7,509 +24	+0.3%	+$1.87K	0.02%	461
2023 Q3	$560K	Hold	7,485	–	–	0.02%	451
2023 Q2	$558K	Sell	7,485 -391	-5%	-$28.2K	0.01%	441
2023 Q1	$560K	Buy	7,876 +12	+0.2%	+$923	0.02%	451
2022 Q4	$593K	Buy	7,864 +13	+0.2%	+$974	0.02%	451
2022 Q3	$531K	Buy	7,851 +12	+0.2%	+$884	0.02%	492
2022 Q2	$548K	Buy	7,839 +10	+0.1%	+$763	0.02%	502
2022 Q1	$661K	Buy	7,829 +9	+0.1%	+$775	0.02%	478
2021 Q4	$678K	Buy	7,820 +8	+0.1%	+$697	0.02%	481
2021 Q3	$645K	Buy	7,812 +124	+2%	+$10.3K	0.02%	480
2021 Q2	$623K	Buy	7,688 +5	+0.1%	+$402	0.02%	494
2021 Q1	$575K	Buy	7,683 +8	+0.1%	+$569	0.02%	488
2020 Q4	$512K	Buy	7,675 +9	+0.1%	+$555	0.02%	464
2020 Q3	$435K	Buy	7,666 +12	+0.2%	+$688	0.02%	457
2020 Q2	$422K	Sell	7,654 -6,332	-45%	-$338K	0.02%	456
2020 Q1	$680K	Buy	13,986 +16	+0.1%	+$1.01K	0.03%	395
2019 Q4	$963K	Buy	13,970 +8	+0.1%	+$531	0.04%	367
2019 Q3	$899K	Buy	13,962 +10	+0.1%	+$635	0.04%	340
2019 Q2	$876K	Sell	13,952 -1,690	-11%	-$104K	0.04%	310
2019 Q1	$924K	Sell	15,642 -72,294	-82%	-$4.2M	0.04%	316
2018 Q4	$4.68M	Buy	+87,936	New	+$5.04M	0.22%	142