AIC
Ameritas Investment Company’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15.9M | Buy |
215,578
+105,758
| +96% | +$7.82M | 0.74% | 27 |
|
|
2021
Q2 | $15.3M | Buy |
109,820
+16,148
| +17% | +$2.25M | 0.74% | 27 |
|
|
2021
Q1 | $6.1M | Sell |
93,672
-18,679
| -17% | -$1.22M | 0.53% | 43 |
|
|
2020
Q4 | $7.17M | Buy |
112,351
+87,202
| +347% | +$5.57M | 1.39% | 10 |
|
|
2020
Q3 | $5.22M | Hold |
25,149
| – | – | 1.64% | 8 |
|
|
2020
Q2 | $5.22M | Sell |
25,149
-18,717
| -43% | -$3.88M | 1.5% | 9 |
|
|
2020
Q1 | $6.94M | Sell |
43,866
-120
| -0.3% | -$19K | 1.11% | 14 |
|
|
2019
Q4 | $8.52M | Buy |
43,986
+16,260
| +59% | +$3.15M | 1.79% | 7 |
|
|
2019
Q3 | $5.03M | Buy |
27,726
+16,862
| +155% | +$3.06M | 1.01% | 16 |
|
|
2019
Q2 | $1.95M | Sell |
10,864
-38,395
| -78% | -$6.88M | 0.92% | 23 |
|
|
2019
Q1 | $8.49M | Buy |
+49,259
| New | +$8.49M | 1.57% | 10 |
|