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Ameritas Investment Company’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Ameritas Investment Company’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$651K Buy
13,212
+8,914
+207% +$449K 0.03% 353
2021
Q2 		$465K Sell
4,298
-3,310
-44% -$168K 0.02% 437
2021
Q1 		$381K Buy
+7,608
New +$406K 0.03% 409

Other funds holding ISCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 207% in Q3 2021, buying an estimated $449K and bringing the position to 13,212 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #353.

Ameritas Investment Company first reported a position in ISCG in Q1 2021 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold ISCG as of Q3 2021.

  • Ameritas Investment Company held 13,212 shares of iShares Morningstar Small-Cap Growth ETF worth $651K as of Q3 2021.
  • Ameritas Investment Company bought 8,914 iShares Morningstar Small-Cap Growth ETF shares in Q3 2021, an estimated $449K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #353 holding.
  • Ameritas Investment Company first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2021.

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