Ameritas Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
617
-647
| -51% | -$220K | 0.01% | 725 |
|
|
2025
Q1 | $398K | Hold |
1,264
| – | – | 0.02% | 620 |
|
|
2024
Q4 | $407K | Buy |
1,264
+568
| +82% | +$183K | 0.01% | 639 |
|
|
2024
Q3 | $219K | Sell |
696
-601
| -46% | -$189K | 0.01% | 788 |
|
|
2024
Q2 | $386K | Buy |
1,297
+2
| +0.2% | +$595 | 0.01% | 656 |
|
|
2024
Q1 | $366K | Sell |
1,295
-112
| -8% | -$31.6K | 0.02% | 643 |
|
|
2023
Q4 | $379K | Buy |
1,407
+547
| +64% | +$147K | 0.02% | 493 |
|
|
2023
Q3 | $203K | Sell |
860
-119
| -12% | -$28.1K | 0.01% | 751 |
|
|
2023
Q2 | $236K | Sell |
979
-654
| -40% | -$158K | 0.03% | 481 |
|
|
2023
Q1 | $369K | Sell |
1,633
-1,140
| -41% | -$257K | 0.02% | 579 |
|
|
2022
Q4 | $584K | Buy |
2,773
+808
| +41% | +$170K | 0.03% | 493 |
|
|
2022
Q3 | $388K | Buy |
1,965
+59
| +3% | +$11.7K | 0.02% | 505 |
|
|
2022
Q2 | $396K | Buy |
1,906
+22
| +1% | +$4.57K | 0.02% | 524 |
|
|
2022
Q1 | $471K | Sell |
1,884
-46
| -2% | -$11.5K | 0.02% | 515 |
|
|
2021
Q4 | $510K | Buy |
+1,930
| New | +$510K | 0.02% | 502 |
|