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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$328K	Sell	1,731 -473	-21%	-$91.6K	0.01%	728
2025 Q4	$399K	Buy	2,204 +1,056	+92%	+$190K	0.01%	651
2025 Q3	$203K	Sell	1,148 -813	-41%	-$137K	0.01%	612
2025 Q2	$309K	Buy	1,961 +111	+6%	+$16.5K	0.02%	622
2025 Q1	$297K	Sell	1,850 -3,890	-68%	-$628K	0.01%	707
2024 Q4	$942K	Buy	5,740 +4,372	+320%	+$746K	0.03%	433
2024 Q3	$228K	Sell	1,368 -3,918	-74%	-$636K	0.01%	766
2024 Q2	$805K	Buy	5,286 +187	+4%	+$28.6K	0.03%	467
2024 Q1	$805K	Buy	+5,099	New	+$772K	0.03%	432
2023 Q4	–	Sell	-3,840	Closed	-$521K	–	772
2023 Q3	$521K	Buy	+3,840	New	+$551K	0.03%	495
2023 Q2	–	Sell	-4,474	Closed	-$606K	–	1566
2023 Q1	$606K	Sell	4,474 -4,839	-52%	-$701K	0.03%	430
2022 Q4	$1.29M	Sell	9,313 -2,608	-22%	-$368K	0.06%	291
2022 Q3	$1.54M	Buy	11,921 +670	+6%	+$96.8K	0.09%	212
2022 Q2	$1.53M	Buy	11,251 +2,212	+24%	+$329K	0.09%	219
2022 Q1	$1.46M	Buy	9,039 +650	+8%	+$104K	0.05%	262
2021 Q4	$1.39M	Buy	+8,389	New	+$1.4M	0.05%	277