Ameritas Investment Company’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.62M	Buy	11,155 +1,846	+20%	+$275K	0.07%	205
2021 Q2	$1.62M	Buy	9,309 +5,843	+169%	+$861K	0.08%	212
2021 Q1	$489K	Sell	3,466 -4,744	-58%	-$639K	0.04%	357
2020 Q4	$1.05M	Buy	8,210 +1,334	+19%	+$161K	0.2%	123
2020 Q3	$744K	Hold	6,876	–	–	0.23%	117
2020 Q2	$744K	Buy	6,876 +1,386	+25%	+$147K	0.21%	120
2020 Q1	$524K	Buy	5,490 +2,126	+63%	+$253K	0.08%	184
2019 Q4	$438K	Sell	3,364 -169	-5%	-$21K	0.09%	206
2019 Q3	$421K	Sell	3,533 -7,430	-68%	-$872K	0.08%	210
2019 Q2	$1.28M	Buy	10,963 +7,052	+180%	+$808K	0.61%	41
2019 Q1	$441K	Buy	+3,911	New	+$429K	0.08%	192

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its iShares S&P 500 Value ETF (IVE) stake by 20% in Q3 2021, buying an estimated $275K and bringing the position to 11,155 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #205.

Ameritas Investment Company first reported a position in IVE in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.62M in Q2 2021. 934 funds tracked by Wall St. Rank hold IVE as of Q3 2021.

Ameritas Investment Company held 11,155 shares of iShares S&P 500 Value ETF worth $1.62M as of Q3 2021.
Ameritas Investment Company bought 1,846 iShares S&P 500 Value ETF shares in Q3 2021, an estimated $275K.
iShares S&P 500 Value ETF made up 0.07% of Ameritas Investment Company's portfolio in Q3 2021, its #205 holding.
Ameritas Investment Company first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares S&P 500 Value ETF position peaked at $1.62M in Q2 2021.
934 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2021.

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