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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	3,566 +2,347	+193%	+$856K	0.03%	453
2026 Q1	$383K	Sell	1,219 -225	-16%	-$74.8K	0.01%	671
2025 Q4	$466K	Buy	1,444 +841	+139%	+$274K	0.02%	595
2025 Q3	$193K	Sell	603 -210	-26%	-$63.4K	0.01%	624
2025 Q2	$232K	Sell	813 -979	-55%	-$258K	0.01%	690
2025 Q1	$503K	Sell	1,792 -2,389	-57%	-$674K	0.02%	570
2024 Q4	$1.2M	Buy	4,181 +2,769	+196%	+$819K	0.04%	363
2024 Q3	$401K	Sell	1,412 -2,810	-67%	-$770K	0.02%	602
2024 Q2	$1.11M	Buy	4,222 +118	+3%	+$30.6K	0.04%	384
2024 Q1	$1.09M	Buy	4,104 +2,503	+156%	+$640K	0.04%	358
2023 Q4	$417K	Sell	1,601 -2,308	-59%	-$520K	0.02%	471
2023 Q3	$865K	Buy	3,909 +2,290	+141%	+$548K	0.04%	367
2023 Q2	$386K	Sell	1,619 -2,130	-57%	-$488K	0.05%	353
2023 Q1	$852K	Sell	3,749 -2,454	-40%	-$561K	0.04%	350
2022 Q4	$1.33M	Buy	6,203 +1,460	+31%	+$320K	0.06%	280
2022 Q3	$980K	Sell	4,743 -134	-3%	-$30.2K	0.06%	279
2022 Q2	$1.01M	Sell	4,877 -193	-4%	-$43K	0.06%	291
2022 Q1	$1.3M	Sell	5,070 -330	-6%	-$84.5K	0.05%	285
2021 Q4	$1.58M	Buy	+5,400	New	+$1.63M	0.06%	254

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Ameritas Advisory Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 193% in Q2 2026, buying an estimated $856K and bringing the position to 3,566 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #453.

Ameritas Advisory Services first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Ameritas Advisory Services held 3,566 shares of iShares Russell 2000 Growth ETF worth $1.4M as of Q2 2026.
Ameritas Advisory Services bought 2,347 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $856K.
iShares Russell 2000 Growth ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #453 holding.
Ameritas Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Russell 2000 Growth ETF position peaked at $1.58M in Q4 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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