AAS
Ameritas Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Sell |
69,402
-95,065
| -58% | -$10.5M | 0.4% | 41 |
|
|
2025
Q1 | $16M | Sell |
164,467
-18,812
| -10% | -$1.83M | 0.65% | 31 |
|
|
2024
Q4 | $18.6M | Buy |
183,279
+28,251
| +18% | +$2.87M | 0.64% | 33 |
|
|
2024
Q3 | $14.8M | Sell |
155,028
-54,254
| -26% | -$5.19M | 0.64% | 32 |
|
|
2024
Q2 | $19.4M | Sell |
209,282
-8,787
| -4% | -$813K | 0.73% | 28 |
|
|
2024
Q1 | $18.1M | Buy |
218,069
+75,069
| +52% | +$6.24M | 0.75% | 26 |
|
|
2023
Q4 | $11.1M | Sell |
143,000
-104,614
| -42% | -$8.14M | 0.61% | 45 |
|
|
2023
Q3 | $17.1M | Buy |
247,614
+116,786
| +89% | +$8.05M | 0.85% | 24 |
|
|
2023
Q2 | $9.1M | Sell |
130,828
-143,435
| -52% | -$9.98M | 1.17% | 12 |
|
|
2023
Q1 | $17.6M | Sell |
274,263
-63,274
| -19% | -$4.06M | 0.88% | 22 |
|
|
2022
Q4 | $19.7M | Buy |
337,537
+73,865
| +28% | +$4.32M | 0.92% | 20 |
|
|
2022
Q3 | $15.3M | Buy |
263,672
+4,411
| +2% | +$255K | 0.91% | 20 |
|
|
2022
Q2 | $15.6M | Buy |
259,261
+21,435
| +9% | +$1.29M | 0.91% | 20 |
|
|
2022
Q1 | $18.2M | Buy |
237,826
+14,992
| +7% | +$1.15M | 0.66% | 32 |
|
|
2021
Q4 | $18.6M | Buy |
+222,834
| New | +$18.6M | 0.68% | 32 |
|