Ameritas Investment Company’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$8.17M	Buy	18,968 +7,770	+69%	+$3.44M	0.38%	56
2021 Q2	$7.35M	Sell	11,198 -2,944	-21%	-$1.23M	0.35%	54
2021 Q1	$5.63M	Buy	14,142 +3,117	+28%	+$1.21M	0.49%	46
2020 Q4	$4.14M	Buy	11,025 +719	+7%	+$256K	0.8%	20
2020 Q3	$3.19M	Hold	10,306	–	–	1%	18
2020 Q2	$3.19M	Sell	10,306 -1,086	-10%	-$319K	0.92%	19
2020 Q1	$2.93M	Buy	11,392 +3,854	+51%	+$1.18M	0.47%	38
2019 Q4	$2.44M	Buy	7,538 +1,723	+30%	+$533K	0.51%	39
2019 Q3	$1.74M	Sell	5,815 -71,197	-92%	-$21.2M	0.35%	53
2019 Q2	$22.7M	Buy	77,012 +69,666	+948%	+$20.2M	10.77%	1
2019 Q1	$2.09M	Buy	+7,346	New	+$2.01M	0.39%	52

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ameritas Investment Company increased its iShares Core S&P 500 ETF (IVV) stake by 69% in Q3 2021, buying an estimated $3.44M and bringing the position to 18,968 shares worth $8.17M. The position accounts for 0.38% of the portfolio, ranked #56.

Ameritas Investment Company first reported a position in IVV in Q1 2019 and has held it in 11 quarters since. The position peaked at $22.7M in Q2 2019. 2,259 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

Ameritas Investment Company held 18,968 shares of iShares Core S&P 500 ETF worth $8.17M as of Q3 2021.
Ameritas Investment Company bought 7,770 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $3.44M.
iShares Core S&P 500 ETF made up 0.38% of Ameritas Investment Company's portfolio in Q3 2021, its #56 holding.
Ameritas Investment Company first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Core S&P 500 ETF position peaked at $22.7M in Q2 2019.
2,259 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

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