Ameritas Investment Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.87M	Buy	25,633 +2,046	+9%	+$235K	0.13%	137
2021 Q2	$2.89M	Buy	23,587 +18,445	+359%	+$1.97M	0.14%	118
2021 Q1	$525K	Sell	5,142 -18,549	-78%	-$1.94M	0.05%	340
2020 Q4	$2.43M	Sell	23,691 -2,819	-11%	-$268K	0.47%	44
2020 Q3	$2.1M	Hold	26,510	–	–	0.66%	32
2020 Q2	$2.1M	Buy	26,510 +1,104	+4%	+$80.1K	0.6%	33
2020 Q1	$1.54M	Buy	25,406 +840	+3%	+$61.2K	0.25%	67
2019 Q4	$1.87M	Buy	24,566 +1,522	+7%	+$112K	0.39%	55
2019 Q3	$1.63M	Buy	23,044 +4,104	+22%	+$295K	0.33%	57
2019 Q2	$1.35M	Buy	18,940 +3,644	+24%	+$253K	0.64%	38
2019 Q1	$1.04M	Buy	+15,296	New	+$982K	0.19%	98

Other funds holding IWP

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.7% in Q3 2021, buying an estimated $235K and bringing the position to 25,633 shares worth $2.87M. The position accounts for 0.13% of the portfolio, ranked #137.

Ameritas Investment Company first reported a position in IWP in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.89M in Q2 2021. 834 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

Ameritas Investment Company held 25,633 shares of iShares Russell Mid-Cap Growth ETF worth $2.87M as of Q3 2021.
Ameritas Investment Company bought 2,046 iShares Russell Mid-Cap Growth ETF shares in Q3 2021, an estimated $235K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Ameritas Investment Company's portfolio in Q3 2021, its #137 holding.
Ameritas Investment Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Russell Mid-Cap Growth ETF position peaked at $2.89M in Q2 2021.
834 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

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