Ameritas Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
4,340
-7,717
| -64% | -$710K | 0.02% | 557 |
|
|
2025
Q1 | $1.06M | Sell |
12,057
-269
| -2% | -$23.7K | 0.04% | 381 |
|
|
2024
Q4 | $1.09M | Buy |
12,326
+4,862
| +65% | +$430K | 0.04% | 391 |
|
|
2024
Q3 | $658K | Sell |
7,464
-4,632
| -38% | -$408K | 0.03% | 482 |
|
|
2024
Q2 | $981K | Buy |
12,096
+2
| +0% | +$162 | 0.04% | 416 |
|
|
2024
Q1 | $975K | Buy |
12,094
+5,193
| +75% | +$419K | 0.04% | 383 |
|
|
2023
Q4 | $543K | Sell |
6,901
-5,418
| -44% | -$427K | 0.03% | 411 |
|
|
2023
Q3 | $845K | Buy |
12,319
+3,009
| +32% | +$206K | 0.04% | 372 |
|
|
2023
Q2 | $676K | Sell |
9,310
-2,375
| -20% | -$172K | 0.09% | 237 |
|
|
2023
Q1 | $817K | Sell |
11,685
-19,707
| -63% | -$1.38M | 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% | +$52.9K | 0.16% | 136 |
|
|
2022
Q2 | $2.67M | Sell |
41,274
-1,653
| -4% | -$107K | 0.15% | 140 |
|
|
2022
Q1 | $3.35M | Buy |
42,927
+1,935
| +5% | +$151K | 0.12% | 134 |
|
|
2021
Q4 | $3.4M | Buy |
+40,992
| New | +$3.4M | 0.12% | 141 |
|