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Ameritas Investment Company’s iShares Micro-Cap ETF IWC Stock Holding History

Ameritas Investment Company’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-208
Closed -$30.6K – 1397
2021
Q1 		$30.6K Buy
+208
New +$29.7K ﹤0.01% 1119
2020
Q2 		– Sell
-921
Closed -$62K – 971
2020
Q1 		$62K Buy
+921
New +$81.3K 0.01% 627
2019
Q4 		– Sell
-475
Closed -$42K – 1171
2019
Q3 		$42K Buy
+475
New +$42.7K 0.01% 708

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares Micro-Cap ETF (IWC) in Q2 2021, closing a stake of 208 shares — an estimated $30.6K sold.

Ameritas Investment Company first reported a position in IWC in Q3 2019 and held it in 3 quarters. The position peaked at $62K in Q1 2020. 221 funds tracked by Wall St. Rank hold IWC as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Micro-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 208 iShares Micro-Cap ETF shares in Q2 2021, an estimated $30.6K.
  • Ameritas Investment Company first reported a position in iShares Micro-Cap ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's iShares Micro-Cap ETF position peaked at $62K in Q1 2020.
  • 221 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2021.

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