Ameritas Investment Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$12.5M	Buy	114,360 +24,428	+27%	+$2.69M	0.58%	35
2021 Q2	$12.7M	Buy	89,932 +43,011	+92%	+$4.8M	0.61%	31
2021 Q1	$5.09M	Sell	46,921 -31,541	-40%	-$3.3M	0.44%	56
2020 Q4	$7.2M	Buy	78,462 +14,592	+23%	+$1.2M	1.4%	9
2020 Q3	$4.36M	Hold	63,870	–	–	1.37%	10
2020 Q2	$4.36M	Sell	63,870 -111,926	-64%	-$7.07M	1.26%	11
2020 Q1	$9.31M	Buy	175,796 +103,477	+143%	+$7.71M	1.49%	10
2019 Q4	$6.06M	Sell	72,319 -60,138	-45%	-$4.84M	1.27%	12
2019 Q3	$10.5M	Buy	132,457 +92,520	+232%	+$7.16M	2.1%	8
2019 Q2	$3.13M	Sell	39,937 -94,085	-70%	-$7.3M	1.48%	12
2019 Q1	$10.3M	Buy	+134,022	New	+$10.3M	1.91%	8

Other funds holding IJR

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameritas Investment Company's IJR Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q3 2021, buying an estimated $2.69M and bringing the position to 114,360 shares worth $12.5M. The position accounts for 0.58% of the portfolio, ranked #35.

Ameritas Investment Company first reported a position in IJR in Q1 2019 and has held it in 11 quarters since. The position peaked at $12.7M in Q2 2021. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Ameritas Investment Company held 114,360 shares of iShares Core S&P Small-Cap ETF worth $12.5M as of Q3 2021.
Ameritas Investment Company bought 24,428 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $2.69M.
iShares Core S&P Small-Cap ETF made up 0.58% of Ameritas Investment Company's portfolio in Q3 2021, its #35 holding.
Ameritas Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Core S&P Small-Cap ETF position peaked at $12.7M in Q2 2021.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.