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

Ameritas Investment Company’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.71M Buy
+24,877
New +$1.76M 0.08% 195
2021
Q2 		– Sell
-1,266
Closed -$79.8K – 1355
2021
Q1 		$79.8K Buy
+1,266
New +$82K 0.01% 826

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameritas Investment Company opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2021: 24,877 shares worth $1.71M. The stake represents 0.08% of the portfolio and ranks #195 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in IMCG as recently as Q1 2021.

Ameritas Investment Company first reported a position in IMCG in Q1 2021 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold IMCG as of Q3 2021.

  • Ameritas Investment Company held 24,877 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.71M as of Q3 2021.
  • iShares Morningstar Mid-Cap Growth ETF was a new Ameritas Investment Company position in Q3 2021.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.08% of Ameritas Investment Company's portfolio in Q3 2021, its #195 holding.
  • Ameritas Investment Company first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2021.

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