Ameritas Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Sell |
7,106
-2,520
| -26% | -$349K | 0.05% | 345 |
|
|
2025
Q1 | $1.19M | Sell |
9,626
-12,202
| -56% | -$1.5M | 0.05% | 351 |
|
|
2024
Q4 | $2.77M | Buy |
21,828
+11,896
| +120% | +$1.51M | 0.1% | 197 |
|
|
2024
Q3 | $1.16M | Sell |
9,932
-12,844
| -56% | -$1.51M | 0.05% | 347 |
|
|
2024
Q2 | $2.51M | Buy |
22,776
+30
| +0.1% | +$3.31K | 0.09% | 210 |
|
|
2024
Q1 | $2.51M | Buy |
22,746
+14,775
| +185% | +$1.63M | 0.1% | 198 |
|
|
2023
Q4 | $856K | Sell |
7,971
-14,559
| -65% | -$1.56M | 0.05% | 321 |
|
|
2023
Q3 | $2.05M | Buy |
22,530
+8,365
| +59% | +$762K | 0.1% | 201 |
|
|
2023
Q2 | $1.35M | Sell |
14,165
-7,788
| -35% | -$742K | 0.17% | 136 |
|
|
2023
Q1 | $2M | Sell |
21,953
-18,744
| -46% | -$1.7M | 0.1% | 187 |
|
|
2022
Q4 | $3.4M | Buy |
40,697
+15,904
| +64% | +$1.33M | 0.16% | 131 |
|
|
2022
Q3 | $1.94M | Buy |
24,793
+643
| +3% | +$50.4K | 0.12% | 170 |
|
|
2022
Q2 | $1.91M | Sell |
24,150
-1,886
| -7% | -$149K | 0.11% | 185 |
|
|
2022
Q1 | $2.62M | Buy |
26,036
+656
| +3% | +$65.9K | 0.1% | 168 |
|
|
2021
Q4 | $2.92M | Buy |
+25,380
| New | +$2.92M | 0.11% | 161 |
|