Ameritas Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
15,210
-19,552
| -56% | -$3.8M | 0.15% | 140 |
|
|
2025
Q1 | $6.44M | Sell |
34,762
-1,572
| -4% | -$291K | 0.26% | 76 |
|
|
2024
Q4 | $6.73M | Buy |
36,334
+7,288
| +25% | +$1.35M | 0.23% | 82 |
|
|
2024
Q3 | $5.51M | Sell |
29,046
-4,393
| -13% | -$834K | 0.24% | 99 |
|
|
2024
Q2 | $5.83M | Buy |
33,439
+2,257
| +7% | +$394K | 0.22% | 97 |
|
|
2024
Q1 | $5.38M | Buy |
31,182
+10,335
| +50% | +$1.78M | 0.22% | 94 |
|
|
2023
Q4 | $3.5M | Sell |
20,847
-5,760
| -22% | -$967K | 0.19% | 111 |
|
|
2023
Q3 | $4M | Buy |
26,607
+2,165
| +9% | +$326K | 0.2% | 105 |
|
|
2023
Q2 | $3.82M | Sell |
24,442
-1,050
| -4% | -$164K | 0.49% | 38 |
|
|
2023
Q1 | $3.89M | Sell |
25,492
-4,733
| -16% | -$721K | 0.2% | 103 |
|
|
2022
Q4 | $4.58M | Buy |
30,225
+4,219
| +16% | +$640K | 0.21% | 103 |
|
|
2022
Q3 | $3.54M | Sell |
26,006
-3,367
| -11% | -$458K | 0.21% | 101 |
|
|
2022
Q2 | $4.26M | Buy |
29,373
+2,313
| +9% | +$335K | 0.25% | 88 |
|
|
2022
Q1 | $4.49M | Sell |
27,060
-161
| -0.6% | -$26.7K | 0.16% | 94 |
|
|
2021
Q4 | $4.57M | Buy |
+27,221
| New | +$4.57M | 0.17% | 102 |
|