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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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