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 Q2	$63.8K	Buy	387 +1	+0.3%	+$158	﹤0.01%	2102
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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameritas Investment Partners's IWS Position: Q2 2026 in Review

Ameritas Investment Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.26% in Q2 2026, buying an estimated $158 and bringing the position to 387 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Ameritas Investment Partners first reported a position in IWS in Q4 2014 and has held it in 9 quarters since. The position peaked at $75K in Q1 2015. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Ameritas Investment Partners held 387 shares of iShares Russell Mid-Cap Value ETF worth $63.8K as of Q2 2026.
Ameritas Investment Partners bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2102 holding.
Ameritas Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 9 quarters since.
Ameritas Investment Partners's iShares Russell Mid-Cap Value ETF position peaked at $75K in Q1 2015.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.