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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.12M	Buy	7,009 +703	+11%	+$113K	0.05%	257
2021 Q2	$1.07M	Buy	6,306 +5,890	+1,416%	+$972K	0.05%	272
2021 Q1	$66.3K	Sell	416 -4,669	-92%	-$706K	0.01%	880
2020 Q4	$670K	Buy	5,085 +266	+6%	+$31.4K	0.13%	175
2020 Q3	$470K	Hold	4,819	–	–	0.15%	173
2020 Q2	$470K	Sell	4,819 -36	-0.7%	-$3.27K	0.14%	177
2020 Q1	$398K	Buy	4,855 +1,366	+39%	+$153K	0.06%	222
2019 Q4	$449K	Buy	3,489 +483	+16%	+$59.7K	0.09%	203
2019 Q3	$359K	Buy	3,006 +738	+33%	+$87.2K	0.07%	233
2019 Q2	$273K	Sell	2,268 -79	-3%	-$9.54K	0.13%	164
2019 Q1	$281K	Buy	+2,347	New	+$280K	0.05%	257

Other funds holding IWN

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Ameritas Investment Company increased its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q3 2021, buying an estimated $113K and bringing the position to 7,009 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #257.

Ameritas Investment Company first reported a position in IWN in Q1 2019 and has held it in 11 quarters since. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

Ameritas Investment Company held 7,009 shares of iShares Russell 2000 Value ETF worth $1.12M as of Q3 2021.
Ameritas Investment Company bought 703 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $113K.
iShares Russell 2000 Value ETF made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #257 holding.
Ameritas Investment Company first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 11 quarters since.
832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

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