Ameritas Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ameritas Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.3M	Buy	38,352 +29,833	+350%	+$6.95M	0.19%	103
2026 Q1	$1.82M	Sell	8,519 -24	-0.3%	-$5.26K	0.07%	238
2025 Q4	$1.8M	Sell	8,543 -25,229	-75%	-$5.21M	0.07%	243
2025 Q3	$6.88M	Buy	33,772 +18,562	+122%	+$3.69M	0.45%	49
2025 Q2	$2.95M	Sell	15,210 -19,552	-56%	-$3.62M	0.15%	140
2025 Q1	$6.44M	Sell	34,762 -1,572	-4%	-$299K	0.26%	76
2024 Q4	$6.73M	Buy	36,334 +7,288	+25%	+$1.4M	0.23%	82
2024 Q3	$5.51M	Sell	29,046 -4,393	-13%	-$800K	0.24%	99
2024 Q2	$5.83M	Buy	33,439 +2,257	+7%	+$395K	0.22%	97
2024 Q1	$5.38M	Buy	31,182 +10,335	+50%	+$1.75M	0.22%	94
2023 Q4	$3.5M	Sell	20,847 -5,760	-22%	-$890K	0.19%	111
2023 Q3	$4M	Buy	26,607 +2,165	+9%	+$343K	0.2%	105
2023 Q2	$3.82M	Sell	24,442 -1,050	-4%	-$161K	0.49%	38
2023 Q1	$3.89M	Sell	25,492 -4,733	-16%	-$731K	0.2%	103
2022 Q4	$4.58M	Buy	30,225 +4,219	+16%	+$632K	0.21%	103
2022 Q3	$3.54M	Sell	26,006 -3,367	-11%	-$506K	0.21%	101
2022 Q2	$4.26M	Buy	29,373 +2,313	+9%	+$362K	0.25%	88
2022 Q1	$4.49M	Sell	27,060 -161	-0.6%	-$26.4K	0.16%	94
2021 Q4	$4.57M	Buy	+27,221	New	+$4.46M	0.17%	102

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameritas Advisory Services's IWD Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 350% in Q2 2026, buying an estimated $6.95M and bringing the position to 38,352 shares worth $9.3M. The position accounts for 0.19% of the portfolio, ranked #103.

Ameritas Advisory Services first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ameritas Advisory Services held 38,352 shares of iShares Russell 1000 Value ETF worth $9.3M as of Q2 2026.
Ameritas Advisory Services bought 29,833 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.95M.
iShares Russell 1000 Value ETF made up 0.19% of Ameritas Advisory Services's portfolio in Q2 2026, its #103 holding.
Ameritas Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.