Ameritas Advisory Services’s iShares S&P 100 ETF OEF Stock Holding History

Ameritas Advisory Services’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$666K	Sell	2,093 -129	-6%	-$43.2K	0.03%	493
2025 Q4	$762K	Sell	2,222 -2,304	-51%	-$783K	0.03%	437
2025 Q3	$1.51M	Buy	4,526 +2,805	+163%	+$892K	0.1%	177
2025 Q2	$524K	Sell	1,721 -3,432	-67%	-$956K	0.03%	497
2025 Q1	$1.48M	Sell	5,153 -25	-0.5%	-$7.18K	0.06%	293
2024 Q4	$1.5M	Buy	5,178 +1,405	+37%	+$402K	0.05%	318
2024 Q3	$1.04M	Sell	3,773 -437	-10%	-$117K	0.05%	368
2024 Q2	$1.11M	Buy	4,210 +655	+18%	+$164K	0.04%	383
2024 Q1	$858K	Sell	3,555 -162	-4%	-$38.2K	0.04%	415
2023 Q4	$871K	Buy	3,717 +1,941	+109%	+$408K	0.05%	317
2023 Q3	$360K	Buy	1,776 +501	+39%	+$104K	0.02%	585
2023 Q2	$261K	Sell	1,275 -419	-25%	-$81.4K	0.03%	443
2023 Q1	$318K	Sell	1,694 -116	-6%	-$20.8K	0.02%	627
2022 Q4	$309K	Buy	1,810 +300	+20%	+$51.8K	0.01%	708
2022 Q3	$245K	Buy	+1,510	New	+$274K	0.01%	647

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameritas Advisory Services's OEF Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares S&P 100 ETF (OEF) stake by 5.8% in Q1 2026, selling an estimated $43.2K and leaving 2,093 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #493.

Ameritas Advisory Services first reported a position in OEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Ameritas Advisory Services held 2,093 shares of iShares S&P 100 ETF worth $666K as of Q1 2026.
Ameritas Advisory Services sold 129 iShares S&P 100 ETF shares in Q1 2026, an estimated $43.2K.
iShares S&P 100 ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #493 holding.
Ameritas Advisory Services first reported a position in iShares S&P 100 ETF in Q3 2022 and has held it in 15 quarters since.
Ameritas Advisory Services's iShares S&P 100 ETF position peaked at $1.51M in Q3 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.