Ameritas Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
9,455
-5,286
| -36% | -$1.14M | 0.11% | 188 |
|
|
2025
Q1 | $3.07M | Buy |
14,741
+1,242
| +9% | +$259K | 0.12% | 167 |
|
|
2024
Q4 | $2.98M | Buy |
13,499
+534
| +4% | +$118K | 0.1% | 185 |
|
|
2024
Q3 | $2.86M | Buy |
12,965
+664
| +5% | +$147K | 0.12% | 170 |
|
|
2024
Q2 | $2.5M | Buy |
12,301
+1,634
| +15% | +$332K | 0.09% | 212 |
|
|
2024
Q1 | $2.19M | Sell |
10,667
-4,514
| -30% | -$928K | 0.09% | 215 |
|
|
2023
Q4 | $3.06M | Buy |
15,181
+31
| +0.2% | +$6.25K | 0.17% | 124 |
|
|
2023
Q3 | $2.65M | Buy |
15,150
+10,720
| +242% | +$1.88M | 0.13% | 163 |
|
|
2023
Q2 | $818K | Sell |
4,430
-11,131
| -72% | -$2.06M | 0.11% | 211 |
|
|
2023
Q1 | $2.76M | Sell |
15,561
-7,506
| -33% | -$1.33M | 0.14% | 146 |
|
|
2022
Q4 | $4.02M | Sell |
23,067
-2,909
| -11% | -$507K | 0.19% | 112 |
|
|
2022
Q3 | $4.28M | Sell |
25,976
-860
| -3% | -$142K | 0.26% | 86 |
|
|
2022
Q2 | $4.55M | Sell |
26,836
-361
| -1% | -$61.1K | 0.26% | 78 |
|
|
2022
Q1 | $5.58M | Sell |
27,197
-31,009
| -53% | -$6.37M | 0.2% | 81 |
|
|
2021
Q4 | $12.9M | Buy |
+58,206
| New | +$12.9M | 0.47% | 44 |
|