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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3.07M	Buy	39,282 +2,112	+6%	+$169K	0.14%	126
2021 Q2	$3.17M	Buy	37,170 +28,713	+340%	+$2.23M	0.15%	110
2021 Q1	$625K	Sell	8,457 -22,871	-73%	-$1.65M	0.05%	300
2020 Q4	$2.15M	Buy	31,328 +5,427	+21%	+$346K	0.42%	56
2020 Q3	$1.39M	Hold	25,901	–	–	0.44%	59
2020 Q2	$1.39M	Buy	25,901 +483	+2%	+$24.2K	0.4%	62
2020 Q1	$1.1M	Buy	25,418 +1,382	+6%	+$76.1K	0.18%	102
2019 Q4	$1.43M	Buy	24,036 +11,059	+85%	+$635K	0.3%	68
2019 Q3	$727K	Buy	12,977 +4,102	+46%	+$229K	0.15%	135
2019 Q2	$496K	Sell	8,875 -2,461	-22%	-$135K	0.24%	99
2019 Q1	$612K	Buy	+11,336	New	+$587K	0.11%	149

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.7% in Q3 2021, buying an estimated $169K and bringing the position to 39,282 shares worth $3.07M. The position accounts for 0.14% of the portfolio, ranked #126.

Ameritas Investment Company first reported a position in IWR in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.17M in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

Ameritas Investment Company held 39,282 shares of iShares Russell Mid-Cap ETF worth $3.07M as of Q3 2021.
Ameritas Investment Company bought 2,112 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $169K.
iShares Russell Mid-Cap ETF made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #126 holding.
Ameritas Investment Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's iShares Russell Mid-Cap ETF position peaked at $3.17M in Q2 2021.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

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