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OEF icon

Ancora Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Ancora Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3M Buy
48,017
+2,379
+5% +$797K 0.32% 68
2025
Q4 		$15.7M Sell
45,638
-3,621
-7% -$1.23M 0.32% 67
2025
Q3 		$16.4M Buy
49,259
+1,169
+2% +$372K 0.33% 63
2025
Q2 		$14.6M Sell
48,090
-18
-0% -$5.01K 0.3% 68
2025
Q1 		$13M Buy
48,108
+2,287
+5% +$657K 0.29% 68
2024
Q4 		$13.2M Buy
45,821
+26,270
+134% +$7.51M 0.3% 73
2024
Q3 		$5.41M Buy
19,551
+1,646
+9% +$440K 0.12% 158
2024
Q2 		$4.73M Buy
17,905
+3,788
+27% +$948K 0.12% 164
2024
Q1 		$3.49M Buy
14,117
+3,004
+27% +$709K 0.08% 206
2023
Q4 		$2.48M Buy
11,113
+2,266
+26% +$477K 0.06% 241
2023
Q3 		$1.78M Hold
8,847
– – 0.05% 272
2023
Q2 		$1.83M Sell
8,847
-64
-0.7% -$12.4K 0.05% 259
2023
Q1 		$1.67M Buy
8,911
+64
+0.7% +$11.5K 0.05% 277
2022
Q4 		$1.51M Sell
8,847
-118
-1% -$20.4K 0.04% 290
2022
Q3 		$1.46M Hold
8,965
– – 0.05% 297
2022
Q2 		$1.55M Hold
8,965
– – 0.04% 296
2022
Q1 		$1.87M Hold
8,965
– – 0.05% 289
2021
Q4 		$1.96M Sell
8,965
-48
-0.5% -$10.2K 0.05% 284
2021
Q3 		$1.78M Hold
9,013
– – 0.05% 290
2021
Q2 		$1.77M Buy
9,013
+8,693
+2,717% +$1.65M 0.05% 296
2021
Q1 		$58K Hold
320
– – ﹤0.01% 1016
2020
Q4 		$55K Hold
320
– – ﹤0.01% 858
2020
Q3 		$50K Hold
320
– – ﹤0.01% 858
2020
Q2 		$46K Buy
320
+80
+33% +$10.8K ﹤0.01% 837
2020
Q1 		$28K Sell
240
-60
-20% -$8.27K ﹤0.01% 998
2019
Q4 		$43K Buy
+300
New +$41.2K ﹤0.01% 918
2018
Q4 		– Sell
-720
Closed -$93K – 1014
2018
Q3 		$93K Buy
+720
New +$91.1K ﹤0.01% 769
2017
Q1 		– Sell
-900
Closed -$90K – 942
2016
Q4 		$90K Buy
+900
New +$87.3K 0.01% 676

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ancora Advisors's OEF Position: Q1 2026 in Review

Ancora Advisors increased its iShares S&P 100 ETF (OEF) stake by 5.2% in Q1 2026, buying an estimated $797K and bringing the position to 48,017 shares worth $15.3M. The position accounts for 0.32% of the portfolio, ranked #68.

Ancora Advisors first reported a position in OEF in Q4 2016 and has held it in 28 quarters since. The position peaked at $16.4M in Q3 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Ancora Advisors held 48,017 shares of iShares S&P 100 ETF worth $15.3M as of Q1 2026.
  • Ancora Advisors bought 2,379 iShares S&P 100 ETF shares in Q1 2026, an estimated $797K.
  • iShares S&P 100 ETF made up 0.32% of Ancora Advisors's portfolio in Q1 2026, its #68 holding.
  • Ancora Advisors first reported a position in iShares S&P 100 ETF in Q4 2016 and has held it in 28 quarters since.
  • Ancora Advisors's iShares S&P 100 ETF position peaked at $16.4M in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.