Ameritas Investment Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-240	Closed	-$15.1K	–	1354
2021 Q1	$15.1K	Buy	+240	New	+$14.7K	﹤0.01%	1387
2020 Q2	–	Sell	-176	Closed	-$7K	–	932
2020 Q1	$7K	Hold	176	–	–	﹤0.01%	1286
2019 Q4	$9K	Hold	176	–	–	﹤0.01%	751
2019 Q3	$9K	Sell	176 -84,064	-100%	-$4.1M	﹤0.01%	1143
2019 Q2	$4.08M	Buy	+84,240	New	+$4.03M	1.94%	6

Other funds holding IMCB

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2021, closing a stake of 240 shares — an estimated $15.1K sold.

Ameritas Investment Company first reported a position in IMCB in Q2 2019 and held it in 5 quarters. The position peaked at $4.08M in Q2 2019. 119 funds tracked by Wall St. Rank hold IMCB as of Q2 2021.

Ameritas Investment Company reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 240 iShares Morningstar Mid-Cap ETF shares in Q2 2021, an estimated $15.1K.
Ameritas Investment Company first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 5 quarters.
Ameritas Investment Company's iShares Morningstar Mid-Cap ETF position peaked at $4.08M in Q2 2019.
119 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2021.

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