Ameritas Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ameritas Investment Partners’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.3K	Buy	386 +1	+0.3%	+$148	﹤0.01%	2030
2025 Q4	$54.3K	Buy	385 +2	+0.5%	+$280	﹤0.01%	2065
2025 Q3	$53.5K	Sell	383 -39	-9%	-$5.33K	﹤0.01%	2072
2025 Q2	$55.7K	Buy	422 +2	+0.5%	+$251	﹤0.01%	2117
2025 Q1	$52.9K	Buy	+420	New	+$54.7K	﹤0.01%	2071
2019 Q3	–	Sell	-16	Closed	-$1K	–	3068
2019 Q2	$1K	Buy	+16	New	+$1.41K	﹤0.01%	3036
2015 Q2	–	Sell	-997	Closed	-$75K	–	1191
2015 Q1	$75K	Hold	997	–	–	﹤0.01%	1069
2014 Q4	$73K	Buy	+997	New	+$71.7K	0.01%	1049

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Ameritas Investment Partners's IWS Position: Q1 2026 in Review

Ameritas Investment Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.26% in Q1 2026, buying an estimated $148 and bringing the position to 386 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Ameritas Investment Partners first reported a position in IWS in Q4 2014 and has held it in 8 quarters since. The position peaked at $75K in Q1 2015. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Ameritas Investment Partners held 386 shares of iShares Russell Mid-Cap Value ETF worth $56.3K as of Q1 2026.
Ameritas Investment Partners bought 1 iShares Russell Mid-Cap Value ETF share in Q1 2026, an estimated $148.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2030 holding.
Ameritas Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 8 quarters since.
Ameritas Investment Partners's iShares Russell Mid-Cap Value ETF position peaked at $75K in Q1 2015.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.