Ameritas Investment Company’s iShares US Regional Banks ETF IAT Stock Holding History

Ameritas Investment Company’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,269	Closed	-$185K	–	1316
2021 Q1	$185K	Buy	+3,269	New	+$173K	0.02%	601
2020 Q2	–	Sell	-9,931	Closed	-$269K	–	893
2020 Q1	$269K	Buy	9,931 +6,881	+226%	+$294K	0.04%	290
2019 Q4	$155K	Sell	3,050 -4,706	-61%	-$229K	0.03%	377
2019 Q3	$372K	Buy	+7,756	New	+$353K	0.07%	230
2019 Q2	–	Sell	-6,846	Closed	-$297K	–	501
2019 Q1	$297K	Buy	+6,846	New	+$309K	0.05%	247

Other funds holding IAT

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameritas Investment Company's IAT Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares US Regional Banks ETF (IAT) in Q2 2021, closing a stake of 3,269 shares — an estimated $185K sold.

Ameritas Investment Company first reported a position in IAT in Q1 2019 and held it in 5 quarters. The position peaked at $372K in Q3 2019. 133 funds tracked by Wall St. Rank hold IAT as of Q2 2021.

Ameritas Investment Company reported no remaining iShares US Regional Banks ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 3,269 iShares US Regional Banks ETF shares in Q2 2021, an estimated $185K.
Ameritas Investment Company first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 5 quarters.
Ameritas Investment Company's iShares US Regional Banks ETF position peaked at $372K in Q3 2019.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.