Ameritas Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
1,961
+111
| +6% | +$17.5K | 0.02% | 622 |
|
|
2025
Q1 | $297K | Sell |
1,850
-3,890
| -68% | -$624K | 0.01% | 707 |
|
|
2024
Q4 | $942K | Buy |
5,740
+4,372
| +320% | +$718K | 0.03% | 433 |
|
|
2024
Q3 | $228K | Sell |
1,368
-3,918
| -74% | -$654K | 0.01% | 766 |
|
|
2024
Q2 | $805K | Buy |
5,286
+187
| +4% | +$28.5K | 0.03% | 467 |
|
|
2024
Q1 | $805K | Buy |
+5,099
| New | +$805K | 0.03% | 432 |
|
|
2023
Q4 | – | Sell |
-3,840
| Closed | -$521K | – | 772 |
|
|
2023
Q3 | $521K | Buy |
+3,840
| New | +$521K | 0.03% | 495 |
|
|
2023
Q2 | – | Sell |
-4,474
| Closed | -$606K | – | 1566 |
|
|
2023
Q1 | $606K | Sell |
4,474
-4,839
| -52% | -$655K | 0.03% | 430 |
|
|
2022
Q4 | $1.29M | Sell |
9,313
-2,608
| -22% | -$362K | 0.06% | 291 |
|
|
2022
Q3 | $1.54M | Buy |
11,921
+670
| +6% | +$86.4K | 0.09% | 212 |
|
|
2022
Q2 | $1.53M | Buy |
11,251
+2,212
| +24% | +$301K | 0.09% | 219 |
|
|
2022
Q1 | $1.46M | Buy |
9,039
+650
| +8% | +$105K | 0.05% | 262 |
|
|
2021
Q4 | $1.39M | Buy |
+8,389
| New | +$1.39M | 0.05% | 277 |
|