Ameritas Investment Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$454K	Buy	4,431 +3,296	+290%	+$348K	0.02%	436
2021 Q2	$406K	Sell	1,135 -914	-45%	-$88.1K	0.02%	469
2021 Q1	$186K	Buy	+2,049	New	+$185K	0.02%	600
2020 Q2	–	Sell	-1,793	Closed	-$102K	–	964
2020 Q1	$102K	Buy	1,793 +368	+26%	+$24.2K	0.02%	495
2019 Q4	$96K	Buy	1,425 +361	+34%	+$23.4K	0.02%	467
2019 Q3	$67K	Buy	+1,064	New	+$67.3K	0.01%	587

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares Core S&P US Growth ETF (IUSG) stake by 290% in Q3 2021, buying an estimated $348K and bringing the position to 4,431 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #436.

Ameritas Investment Company first reported a position in IUSG in Q3 2019 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Ameritas Investment Company held 4,431 shares of iShares Core S&P US Growth ETF worth $454K as of Q3 2021.
Ameritas Investment Company bought 3,296 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $348K.
iShares Core S&P US Growth ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #436 holding.
Ameritas Investment Company first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

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