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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.87M	Buy	44,158 +9,962	+29%	+$1.05M	0.1%	205
2026 Q1	$3.32M	Buy	34,196 +3,319	+11%	+$332K	0.13%	148
2025 Q4	$2.97M	Buy	30,877 +19,793	+179%	+$1.9M	0.11%	169
2025 Q3	$1.07M	Buy	11,084 +6,744	+155%	+$639K	0.07%	241
2025 Q2	$399K	Sell	4,340 -7,717	-64%	-$667K	0.02%	557
2025 Q1	$1.06M	Sell	12,057 -269	-2%	-$24K	0.04%	381
2024 Q4	$1.09M	Buy	12,326 +4,862	+65%	+$441K	0.04%	391
2024 Q3	$658K	Sell	7,464 -4,632	-38%	-$390K	0.03%	482
2024 Q2	$981K	Buy	12,096 +2	+0%	+$163	0.04%	416
2024 Q1	$975K	Buy	12,094 +5,193	+75%	+$412K	0.04%	383
2023 Q4	$543K	Sell	6,901 -5,418	-44%	-$385K	0.03%	411
2023 Q3	$845K	Buy	12,319 +3,009	+32%	+$220K	0.04%	372
2023 Q2	$676K	Sell	9,310 -2,375	-20%	-$165K	0.09%	237
2023 Q1	$817K	Sell	11,685 -19,707	-63%	-$1.39M	0.04%	361
2022 Q4	$2.12M	Sell	31,392 -10,734	-25%	-$724K	0.1%	211
2022 Q3	$2.62M	Buy	42,126 +852	+2%	+$58.6K	0.16%	136
2022 Q2	$2.67M	Sell	41,274 -1,653	-4%	-$118K	0.15%	140
2022 Q1	$3.35M	Buy	42,927 +1,935	+5%	+$149K	0.12%	134
2021 Q4	$3.4M	Buy	+40,992	New	+$3.36M	0.12%	141

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameritas Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, buying an estimated $1.05M and bringing the position to 44,158 shares worth $4.87M. The position accounts for 0.1% of the portfolio, ranked #205.

Ameritas Advisory Services first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ameritas Advisory Services held 44,158 shares of iShares Russell Mid-Cap ETF worth $4.87M as of Q2 2026.
Ameritas Advisory Services bought 9,962 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.05M.
iShares Russell Mid-Cap ETF made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #205 holding.
Ameritas Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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