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Ameritas Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ameritas Investment Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18
Closed -$5.18K – 3147
2024
Q4 		$5.18K Buy
+18
New +$5.33K ﹤0.01% 3019
2019
Q3 		– Sell
-7
Closed -$1K – 3066
2019
Q2 		$1K Buy
+7
New +$1.38K ﹤0.01% 3034
2013
Q3 		– Sell
-4,259
Closed -$475K – 1015
2013
Q2 		$475K Buy
+4,259
New +$465K 0.13% 220

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Investment Partners's IWO Position: Q1 2025 in Review

Ameritas Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 18 shares — an estimated $5.18K sold.

Ameritas Investment Partners first reported a position in IWO in Q2 2013 and held it in 3 quarters. The position peaked at $475K in Q2 2013. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Ameritas Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Ameritas Investment Partners sold 18 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $5.18K.
  • Ameritas Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 3 quarters.
  • Ameritas Investment Partners's iShares Russell 2000 Growth ETF position peaked at $475K in Q2 2013.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Ameritas Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.