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Ameritas Investment Company’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Ameritas Investment Company’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-310
Closed -$24.2K – 1394
2021
Q1 		$24.2K Buy
+310
New +$22.6K ﹤0.01% 1216
2020
Q2 		– Sell
-410
Closed -$17K – 967
2020
Q1 		$17K Buy
+410
New +$23.5K ﹤0.01% 1052
2019
Q4 		– Sell
-410
Closed -$25K – 1169
2019
Q3 		$25K Buy
+410
New +$24.8K 0.01% 855

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ameritas Investment Company's IVOV Position: Q2 2021 in Review

Ameritas Investment Company sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2021, closing a stake of 310 shares — an estimated $24.2K sold.

Ameritas Investment Company first reported a position in IVOV in Q3 2019 and held it in 3 quarters. The position peaked at $25K in Q3 2019. 99 funds tracked by Wall St. Rank hold IVOV as of Q2 2021.

  • Ameritas Investment Company reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 310 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $24.2K.
  • Ameritas Investment Company first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $25K in Q3 2019.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.