Ameritas Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
5,763
-1,985
| -26% | -$262K | 0.04% | 408 |
|
|
2025
Q1 | $987K | Sell |
7,748
-3,987
| -34% | -$508K | 0.04% | 396 |
|
|
2024
Q4 | $1.52M | Buy |
11,735
+3,896
| +50% | +$504K | 0.05% | 317 |
|
|
2024
Q3 | $1.04M | Sell |
7,839
-3,547
| -31% | -$469K | 0.04% | 372 |
|
|
2024
Q2 | $1.37M | Buy |
11,386
+219
| +2% | +$26.4K | 0.05% | 329 |
|
|
2024
Q1 | $1.38M | Buy |
11,167
+3,609
| +48% | +$445K | 0.06% | 311 |
|
|
2023
Q4 | $882K | Sell |
7,558
-3,741
| -33% | -$436K | 0.05% | 315 |
|
|
2023
Q3 | $1.17M | Buy |
11,299
+6,258
| +124% | +$650K | 0.06% | 308 |
|
|
2023
Q2 | $552K | Sell |
5,041
-7,070
| -58% | -$775K | 0.07% | 268 |
|
|
2023
Q1 | $1.29M | Sell |
12,111
-5,079
| -30% | -$539K | 0.06% | 272 |
|
|
2022
Q4 | $1.81M | Sell |
17,190
-3,703
| -18% | -$390K | 0.08% | 236 |
|
|
2022
Q3 | $2.01M | Sell |
20,893
-1,188
| -5% | -$114K | 0.12% | 167 |
|
|
2022
Q2 | $2.24M | Sell |
22,081
-3,008
| -12% | -$306K | 0.13% | 164 |
|
|
2022
Q1 | $3M | Sell |
25,089
-2,978
| -11% | -$356K | 0.11% | 150 |
|
|
2021
Q4 | $3.44M | Buy |
+28,067
| New | +$3.44M | 0.13% | 139 |
|