Ameritas Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.03M	Buy	20,692 +8,306	+67%	+$1.14M	0.06%	284
2026 Q1	$1.59M	Sell	12,386 -498	-4%	-$67.4K	0.06%	267
2025 Q4	$1.76M	Buy	12,884 +70	+0.5%	+$9.78K	0.07%	248
2025 Q3	$1.82M	Buy	12,814 +5,708	+80%	+$807K	0.12%	150
2025 Q2	$985K	Sell	7,106 -2,520	-26%	-$319K	0.05%	345
2025 Q1	$1.19M	Sell	9,626 -12,202	-56%	-$1.57M	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%	-$1.44M	0.05%	347
2024 Q2	$2.51M	Buy	22,776 +30	+0.1%	+$3.3K	0.09%	210
2024 Q1	$2.51M	Buy	22,746 +14,775	+185%	+$1.6M	0.1%	198
2023 Q4	$856K	Sell	7,971 -14,559	-65%	-$1.38M	0.05%	321
2023 Q3	$2.05M	Buy	22,530 +8,365	+59%	+$800K	0.1%	201
2023 Q2	$1.35M	Sell	14,165 -7,788	-35%	-$710K	0.17%	136
2023 Q1	$2M	Sell	21,953 -18,744	-46%	-$1.67M	0.1%	187
2022 Q4	$3.4M	Buy	40,697 +15,904	+64%	+$1.34M	0.16%	131
2022 Q3	$1.94M	Buy	24,793 +643	+3%	+$55.3K	0.12%	170
2022 Q2	$1.91M	Sell	24,150 -1,886	-7%	-$164K	0.11%	185
2022 Q1	$2.62M	Buy	26,036 +656	+3%	+$65.3K	0.1%	168
2021 Q4	$2.92M	Buy	+25,380	New	+$2.96M	0.11%	161

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Ameritas Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 67% in Q2 2026, buying an estimated $1.14M and bringing the position to 20,692 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #284.

Ameritas Advisory Services first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q4 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Ameritas Advisory Services held 20,692 shares of iShares Russell Mid-Cap Growth ETF worth $3.03M as of Q2 2026.
Ameritas Advisory Services bought 8,306 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.14M.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #284 holding.
Ameritas Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $3.4M in Q4 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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