Ameritas Investment Company’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-422	Closed	-$33.6K	–	1332
2021 Q1	$33.6K	Buy	+422	New	+$32.5K	﹤0.01%	1090
2020 Q2	–	Sell	-1,808	Closed	-$125K	–	909
2020 Q1	$125K	Buy	1,808 +156	+9%	+$12.4K	0.02%	448
2019 Q4	$134K	Hold	1,652	–	–	0.03%	409
2019 Q3	$135K	Buy	+1,652	New	+$128K	0.03%	411
2019 Q2	–	Sell	-122	Closed	-$9K	–	508
2019 Q1	$9K	Buy	+122	New	+$8.6K	﹤0.01%	669

Other funds holding IDU

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares US Utilities ETF (IDU) in Q2 2021, closing a stake of 422 shares — an estimated $33.6K sold.

Ameritas Investment Company first reported a position in IDU in Q1 2019 and held it in 5 quarters. The position peaked at $135K in Q3 2019. 186 funds tracked by Wall St. Rank hold IDU as of Q2 2021.

Ameritas Investment Company reported no remaining iShares US Utilities ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 422 iShares US Utilities ETF shares in Q2 2021, an estimated $33.6K.
Ameritas Investment Company first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 5 quarters.
Ameritas Investment Company's iShares US Utilities ETF position peaked at $135K in Q3 2019.
186 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2021.

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