AIP
Ameritas Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
86,880
+18,902
| +28% | +$4.08M | 0.59% | 21 |
|
|
2025
Q1 | $13.6M | Sell |
67,978
-7,190
| -10% | -$1.43M | 0.47% | 27 |
|
|
2024
Q4 | $16.6M | Sell |
75,168
-2,010
| -3% | -$444K | 0.54% | 22 |
|
|
2024
Q3 | $17M | Sell |
77,178
-14,077
| -15% | -$3.11M | 0.56% | 22 |
|
|
2024
Q2 | $18.5M | Buy |
91,255
+13,676
| +18% | +$2.77M | 0.64% | 19 |
|
|
2024
Q1 | $16.3M | Sell |
77,579
-20,591
| -21% | -$4.33M | 0.56% | 20 |
|
|
2023
Q4 | $19.7M | Buy |
98,170
+10,580
| +12% | +$2.12M | 0.72% | 17 |
|
|
2023
Q3 | $15.5M | Sell |
87,590
-4,327
| -5% | -$765K | 0.62% | 18 |
|
|
2023
Q2 | $17.2M | Buy |
91,917
+14,334
| +18% | +$2.68M | 0.65% | 18 |
|
|
2023
Q1 | $13.8M | Sell |
77,583
-506
| -0.6% | -$90.3K | 0.55% | 20 |
|
|
2022
Q4 | $14.6M | Sell |
78,089
-3,064
| -4% | -$571K | 0.58% | 17 |
|
|
2022
Q3 | $13.4M | Buy |
81,153
+24,109
| +42% | +$3.98M | 0.6% | 17 |
|
|
2022
Q2 | $9.66M | Buy |
57,044
+2,687
| +5% | +$455K | 0.42% | 28 |
|
|
2022
Q1 | $11.2M | Sell |
54,357
-4,395
| -7% | -$902K | 0.4% | 27 |
|
|
2021
Q4 | $13.1M | Buy |
58,752
+560
| +1% | +$125K | 0.44% | 24 |
|
|
2021
Q3 | $12.7M | Sell |
58,192
-1,284
| -2% | -$281K | 0.46% | 20 |
|
|
2021
Q2 | $13.6M | Sell |
59,476
-10,002
| -14% | -$2.29M | 0.49% | 21 |
|
|
2021
Q1 | $15.3M | Buy |
69,478
+64,000
| +1,168% | +$14.1M | 0.58% | 18 |
|
|
2020
Q4 | $1.07M | Sell |
5,478
-92,330
| -94% | -$18.1M | 0.05% | 511 |
|
|
2020
Q3 | $14.7M | Sell |
97,808
-6,230
| -6% | -$933K | 0.66% | 16 |
|
|
2020
Q2 | $14.9M | Sell |
104,038
-24,501
| -19% | -$3.51M | 0.71% | 15 |
|
|
2020
Q1 | $14.7M | Buy |
128,539
+14,300
| +13% | +$1.64M | 0.83% | 14 |
|
|
2019
Q4 | $18.9M | Sell |
114,239
-9,111
| -7% | -$1.51M | 0.84% | 14 |
|
|
2019
Q3 | $18.7M | Sell |
123,350
-4,429
| -3% | -$670K | 0.85% | 14 |
|
|
2019
Q2 | $19.9M | Buy |
127,779
+1,678
| +1% | +$261K | 0.9% | 14 |
|
|
2019
Q1 | $19.3M | Sell |
126,101
-23,019
| -15% | -$3.52M | 0.9% | 13 |
|
|
2018
Q4 | $20M | Buy |
149,120
+11,136
| +8% | +$1.49M | 1.09% | 10 |
|
|
2018
Q3 | $23.3M | Sell |
137,984
-46
| -0% | -$7.75K | 1.07% | 10 |
|
|
2018
Q2 | $22.6M | Sell |
138,030
-14,858
| -10% | -$2.43M | 1.09% | 12 |
|
|
2018
Q1 | $23.2M | Sell |
152,888
-3,852
| -2% | -$585K | 1.11% | 9 |
|
|
2017
Q4 | $23.5M | Sell |
156,740
-6,869
| -4% | -$1.03M | 1.07% | 10 |
|
|
2017
Q3 | $22.9M | Buy |
163,609
+4,342
| +3% | +$608K | 1.09% | 11 |
|
|
2017
Q2 | $22.4M | Buy |
159,267
+31
| +0% | +$4.37K | 1.09% | 9 |
|
|
2017
Q1 | $21.9M | Buy |
159,236
+6,242
| +4% | +$858K | 1.08% | 9 |
|
|
2016
Q4 | $20.6M | Sell |
152,994
-9,240
| -6% | -$1.25M | 1.04% | 11 |
|
|
2016
Q3 | $20.2M | Buy |
162,234
+20,941
| +15% | +$2.6M | 1.1% | 11 |
|
|
2016
Q2 | $16.9M | Buy |
141,293
+19,523
| +16% | +$2.33M | 1.1% | 12 |
|
|
2016
Q1 | $13.5M | Buy |
121,770
+4,568
| +4% | +$505K | 0.89% | 14 |
|
|
2015
Q4 | $13.2M | Sell |
117,202
-3,440
| -3% | -$387K | 0.89% | 13 |
|
|
2015
Q3 | $13.2M | Buy |
120,642
+11,653
| +11% | +$1.27M | 0.94% | 12 |
|
|
2015
Q2 | $13.6M | Sell |
108,989
-41,391
| -28% | -$5.17M | 0.89% | 11 |
|
|
2015
Q1 | $18.7M | Buy |
150,380
+2,331
| +2% | +$290K | 1.22% | 9 |
|
|
2014
Q4 | $17.7M | Buy |
148,049
+4,158
| +3% | +$498K | 1.21% | 10 |
|
|
2014
Q3 | $15.7M | Buy |
143,891
+19,266
| +15% | +$2.11M | 1.13% | 11 |
|
|
2014
Q2 | $14.8M | Buy |
124,625
+35,989
| +41% | +$4.28M | 1.07% | 11 |
|
|
2014
Q1 | $10.3M | Buy |
88,636
+11,835
| +15% | +$1.38M | 0.81% | 10 |
|
|
2013
Q4 | $8.86M | Buy |
76,801
+1,798
| +2% | +$207K | 0.71% | 11 |
|
|
2013
Q3 | $8M | Buy |
75,003
+55,914
| +293% | +$5.96M | 0.75% | 9 |
|
|
2013
Q2 | $1.85M | Buy |
+19,089
| New | +$1.85M | 0.51% | 73 |
|