Ameritas Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
16,451
-1,236
| -7% | -$434K | 0.3% | 64 |
|
|
2025
Q1 | $5.62M | Buy |
+17,687
| New | +$5.62M | 0.23% | 96 |
|
|
2024
Q3 | – | Sell |
-2,651
| Closed | -$818K | – | 895 |
|
|
2024
Q2 | $818K | Buy |
+2,651
| New | +$818K | 0.03% | 461 |
|
|
2023
Q2 | – | Sell |
-292
| Closed | -$68.9K | – | 1567 |
|
|
2023
Q1 | $68.9K | Sell |
292
-894
| -75% | -$211K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $262K | Sell |
1,186
-88
| -7% | -$19.4K | 0.01% | 744 |
|
|
2022
Q3 | $264K | Buy |
1,274
+1
| +0.1% | +$207 | 0.02% | 628 |
|
|
2022
Q2 | $277K | Hold |
1,273
| – | – | 0.02% | 642 |
|
|
2022
Q1 | $334K | Sell |
1,273
-154
| -11% | -$40.4K | 0.01% | 628 |
|
|
2021
Q4 | $396K | Buy |
+1,427
| New | +$396K | 0.01% | 564 |
|