Ameritas Investment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $286K | Buy |
1,817
+665
| +58% | +$105K | 0.01% | 1094 |
|
2025
Q1 | $174K | Sell |
1,152
-524
| -31% | -$79.1K | 0.01% | 1350 |
|
2024
Q4 | $275K | Sell |
1,676
-924
| -36% | -$152K | 0.01% | 1144 |
|
2024
Q3 | $434K | Sell |
2,600
-425
| -14% | -$70.9K | 0.01% | 894 |
|
2024
Q2 | $461K | Buy |
3,025
+443
| +17% | +$67.5K | 0.02% | 834 |
|
2024
Q1 | $410K | Buy |
2,582
+461
| +22% | +$73.2K | 0.01% | 894 |
|
2023
Q4 | $329K | Buy |
2,121
+371
| +21% | +$57.6K | 0.01% | 974 |
|
2023
Q3 | $237K | Buy |
1,750
+347
| +25% | +$47K | 0.01% | 1084 |
|
2023
Q2 | $198K | Sell |
1,403
-546
| -28% | -$76.9K | 0.01% | 1140 |
|
2023
Q1 | $267K | Buy |
1,949
+455
| +30% | +$62.3K | 0.01% | 956 |
|
2022
Q4 | $207K | Sell |
1,494
-92
| -6% | -$12.8K | 0.01% | 1116 |
|
2022
Q3 | $204K | Sell |
1,586
-193
| -11% | -$24.8K | 0.01% | 1047 |
|
2022
Q2 | $242K | Buy |
1,779
+809
| +83% | +$110K | 0.01% | 965 |
|
2022
Q1 | $156K | Sell |
970
-494
| -34% | -$79.4K | 0.01% | 1345 |
|
2021
Q4 | $242K | Buy |
1,464
+311
| +27% | +$51.4K | 0.01% | 1113 |
|
2021
Q3 | $184K | Sell |
1,153
-532
| -32% | -$84.9K | 0.01% | 1263 |
|
2021
Q2 | $278K | Buy |
1,685
+719
| +74% | +$119K | 0.01% | 1017 |
|
2021
Q1 | $127K | Hold |
966
| – | – | ﹤0.01% | 1515 |
|
2020
Q4 | $127K | Buy |
966
+548
| +131% | +$72K | 0.01% | 1428 |
|
2020
Q3 | $41K | Buy |
418
+175
| +72% | +$17.2K | ﹤0.01% | 1955 |
|
2020
Q2 | $23K | Sell |
243
-340
| -58% | -$32.2K | ﹤0.01% | 2291 |
|
2020
Q1 | $47K | Buy |
583
+349
| +149% | +$28.1K | ﹤0.01% | 1688 |
|
2019
Q4 | $30K | Sell |
234
-146
| -38% | -$18.7K | ﹤0.01% | 2201 |
|
2019
Q3 | $45K | Sell |
380
-324
| -46% | -$38.4K | ﹤0.01% | 1944 |
|
2019
Q2 | $84K | Buy |
704
+417
| +145% | +$49.8K | ﹤0.01% | 1615 |
|
2019
Q1 | $34K | Sell |
287
-166
| -37% | -$19.7K | ﹤0.01% | 2089 |
|
2018
Q4 | $48K | Sell |
453
-55
| -11% | -$5.83K | ﹤0.01% | 1836 |
|
2018
Q3 | $67K | Buy |
508
+386
| +316% | +$50.9K | ﹤0.01% | 1813 |
|
2018
Q2 | $16K | Buy |
122
+37
| +44% | +$4.85K | ﹤0.01% | 2626 |
|
2018
Q1 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 2725 |
|