Ameritas Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.03M	Buy	+18,837	New	+$7.76M	0.16%	126
2025 Q4	–	Sell	-120	Closed	-$45.5K	–	1548
2025 Q3	$45.5K	Sell	120 -16,331	-99%	-$5.95M	﹤0.01%	1120
2025 Q2	$5.77M	Sell	16,451 -1,236	-7%	-$401K	0.3%	64
2025 Q1	$5.62M	Buy	+17,687	New	+$5.93M	0.23%	96
2024 Q3	–	Sell	-2,651	Closed	-$818K	–	895
2024 Q2	$818K	Buy	+2,651	New	+$791K	0.03%	461
2023 Q2	–	Sell	-292	Closed	-$68.9K	–	1567
2023 Q1	$68.9K	Sell	292 -894	-75%	-$206K	﹤0.01%	1138
2022 Q4	$262K	Sell	1,186 -88	-7%	-$19.6K	0.01%	744
2022 Q3	$264K	Buy	1,274 +1	+0.1%	+$230	0.02%	628
2022 Q2	$277K	Hold	1,273	–	–	0.02%	642
2022 Q1	$334K	Sell	1,273 -154	-11%	-$39.9K	0.01%	628
2021 Q4	$396K	Buy	+1,427	New	+$387K	0.01%	564

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameritas Advisory Services opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 18,837 shares worth $8.03M. The stake represents 0.16% of the portfolio and ranks #126 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IWV as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IWV in Q4 2021 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Ameritas Advisory Services held 18,837 shares of iShares Russell 3000 ETF worth $8.03M as of Q2 2026.
iShares Russell 3000 ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Russell 3000 ETF made up 0.16% of Ameritas Advisory Services's portfolio in Q2 2026, its #126 holding.
Ameritas Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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