Ameritas Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.04M	Sell	16,785 -312	-2%	-$87.7K	0.1%	200
2026 Q1	$4.24M	Sell	17,097 -1,056	-6%	-$272K	0.16%	131
2025 Q4	$4.47M	Buy	18,153 +12,755	+236%	+$3.14M	0.17%	123
2025 Q3	$1.31M	Sell	5,398 -4,057	-43%	-$931K	0.09%	200
2025 Q2	$2.04M	Sell	9,455 -5,286	-36%	-$1.06M	0.11%	188
2025 Q1	$3.07M	Buy	14,741 +1,242	+9%	+$269K	0.12%	167
2024 Q4	$2.98M	Buy	13,499 +534	+4%	+$122K	0.1%	185
2024 Q3	$2.86M	Buy	12,965 +664	+5%	+$142K	0.12%	170
2024 Q2	$2.5M	Buy	12,301 +1,634	+15%	+$330K	0.09%	212
2024 Q1	$2.19M	Sell	10,667 -4,514	-30%	-$900K	0.09%	215
2023 Q4	$3.06M	Buy	15,181 +31	+0.2%	+$5.55K	0.17%	124
2023 Q3	$2.65M	Buy	15,150 +10,720	+242%	+$2.01M	0.13%	163
2023 Q2	$818K	Sell	4,430 -11,131	-72%	-$1.98M	0.11%	211
2023 Q1	$2.76M	Sell	15,561 -7,506	-33%	-$1.38M	0.14%	146
2022 Q4	$4.02M	Sell	23,067 -2,909	-11%	-$517K	0.19%	112
2022 Q3	$4.28M	Sell	25,976 -860	-3%	-$157K	0.26%	86
2022 Q2	$4.54M	Sell	26,836 -361	-1%	-$66.5K	0.26%	78
2022 Q1	$5.58M	Sell	27,197 -31,009	-53%	-$6.33M	0.2%	81
2021 Q4	$12.9M	Buy	+58,206	New	+$13.2M	0.47%	44

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameritas Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $87.7K and leaving 16,785 shares worth $5.04M. The position accounts for 0.1% of the portfolio, ranked #200.

Ameritas Advisory Services first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q4 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ameritas Advisory Services held 16,785 shares of iShares Russell 2000 ETF worth $5.04M as of Q2 2026.
Ameritas Advisory Services sold 312 iShares Russell 2000 ETF shares in Q2 2026, an estimated $87.7K.
iShares Russell 2000 ETF made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #200 holding.
Ameritas Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Russell 2000 ETF position peaked at $12.9M in Q4 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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