Ameritas Investment Company’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4.55M	Buy	20,815 +6,282	+43%	+$1.39M	0.21%	85
2021 Q2	$4.28M	Buy	14,533 +5,913	+69%	+$1.33M	0.21%	77
2021 Q1	$1.9M	Sell	8,620 -20,274	-70%	-$4.43M	0.16%	134
2020 Q4	$5.67M	Buy	28,894 +16,078	+125%	+$2.81M	1.1%	16
2020 Q3	$1.83M	Hold	12,816	–	–	0.58%	38
2020 Q2	$1.83M	Sell	12,816 -8,815	-41%	-$1.16M	0.53%	39
2020 Q1	$2.47M	Buy	21,631 +6,509	+43%	+$970K	0.4%	43
2019 Q4	$2.5M	Buy	15,122 +4,346	+40%	+$687K	0.53%	37
2019 Q3	$1.63M	Buy	10,776 +7,546	+234%	+$1.15M	0.33%	56
2019 Q2	$502K	Sell	3,230 -6,202	-66%	-$956K	0.24%	96
2019 Q1	$1.44M	Buy	+9,432	New	+$1.42M	0.27%	78

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its iShares Russell 2000 ETF (IWM) stake by 43% in Q3 2021, buying an estimated $1.39M and bringing the position to 20,815 shares worth $4.55M. The position accounts for 0.21% of the portfolio, ranked #85.

Ameritas Investment Company first reported a position in IWM in Q1 2019 and has held it in 11 quarters since. The position peaked at $5.67M in Q4 2020. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Ameritas Investment Company held 20,815 shares of iShares Russell 2000 ETF worth $4.55M as of Q3 2021.
Ameritas Investment Company bought 6,282 iShares Russell 2000 ETF shares in Q3 2021, an estimated $1.39M.
iShares Russell 2000 ETF made up 0.21% of Ameritas Investment Company's portfolio in Q3 2021, its #85 holding.
Ameritas Investment Company first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Russell 2000 ETF position peaked at $5.67M in Q4 2020.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

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