Ameritas Investment Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$368K	Buy	5,195 +3,232	+165%	+$235K	0.02%	497
2021 Q2	$200K	Buy	1,963 +1,763	+882%	+$127K	0.01%	707
2021 Q1	$13.8K	Buy	+200	New	+$13.1K	﹤0.01%	1418
2020 Q2	–	Sell	-757	Closed	-$35K	–	963
2020 Q1	$35K	Buy	+757	New	+$43.5K	0.01%	812
2019 Q4	–	Sell	-630	Closed	-$36K	–	1166
2019 Q3	$36K	Buy	+630	New	+$35.9K	0.01%	756

Other funds holding IUSV

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

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

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

Ameritas Investment Company increased its iShares Core S&P US Value ETF (IUSV) stake by 165% in Q3 2021, buying an estimated $235K and bringing the position to 5,195 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #497.

Ameritas Investment Company first reported a position in IUSV in Q3 2019 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

Ameritas Investment Company held 5,195 shares of iShares Core S&P US Value ETF worth $368K as of Q3 2021.
Ameritas Investment Company bought 3,232 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $235K.
iShares Core S&P US Value ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #497 holding.
Ameritas Investment Company first reported a position in iShares Core S&P US Value ETF in Q3 2019 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

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