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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Sell	9,617 -3,993	-29%	-$630K	0.03%	429
2026 Q1	$1.98M	Sell	13,610 -5,794	-30%	-$860K	0.08%	229
2025 Q4	$2.74M	Buy	19,404 +15,754	+432%	+$2.2M	0.1%	185
2025 Q3	$510K	Sell	3,650 -2,113	-37%	-$289K	0.03%	386
2025 Q2	$762K	Sell	5,763 -1,985	-26%	-$249K	0.04%	408
2025 Q1	$987K	Sell	7,748 -3,987	-34%	-$519K	0.04%	396
2024 Q4	$1.52M	Buy	11,735 +3,896	+50%	+$521K	0.05%	317
2024 Q3	$1.04M	Sell	7,839 -3,547	-31%	-$448K	0.04%	372
2024 Q2	$1.37M	Buy	11,386 +219	+2%	+$26.6K	0.05%	329
2024 Q1	$1.38M	Buy	11,167 +3,609	+48%	+$425K	0.06%	311
2023 Q4	$882K	Sell	7,558 -3,741	-33%	-$399K	0.05%	315
2023 Q3	$1.17M	Buy	11,299 +6,258	+124%	+$690K	0.06%	308
2023 Q2	$552K	Sell	5,041 -7,070	-58%	-$745K	0.07%	268
2023 Q1	$1.29M	Sell	12,111 -5,079	-30%	-$554K	0.06%	272
2022 Q4	$1.81M	Sell	17,190 -3,703	-18%	-$388K	0.08%	236
2022 Q3	$2.01M	Sell	20,893 -1,188	-5%	-$127K	0.12%	167
2022 Q2	$2.24M	Sell	22,081 -3,008	-12%	-$336K	0.13%	164
2022 Q1	$3M	Sell	25,089 -2,978	-11%	-$351K	0.11%	150
2021 Q4	$3.44M	Buy	+28,067	New	+$3.35M	0.13%	139

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameritas Advisory Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 29% in Q2 2026, selling an estimated $630K and leaving 9,617 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #429.

Ameritas Advisory Services first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.44M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Ameritas Advisory Services held 9,617 shares of iShares Russell Mid-Cap Value ETF worth $1.58M as of Q2 2026.
Ameritas Advisory Services sold 3,993 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $630K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #429 holding.
Ameritas Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $3.44M in Q4 2021.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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