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

Ameritas Investment Company’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.31M Buy
11,612
+4,916
+73% +$569K 0.06% 238
2021
Q2 		$1.21M Buy
6,696
+1,945
+41% +$223K 0.06% 251
2021
Q1 		$519K Buy
4,751
+190
+4% +$19.8K 0.04% 344
2020
Q4 		$441K Buy
4,561
+1,231
+37% +$111K 0.09% 237
2020
Q3 		$255K Hold
3,330
– – 0.08% 267
2020
Q2 		$255K Buy
3,330
+10
+0.3% +$728 0.07% 273
2020
Q1 		$212K Sell
3,320
-36
-1% -$3.08K 0.03% 334
2019
Q4 		$318K Sell
3,356
-107
-3% -$9.78K 0.07% 248
2019
Q3 		$311K Buy
3,463
+810
+31% +$71.8K 0.06% 257
2019
Q2 		$236K Buy
2,653
+411
+18% +$36.1K 0.11% 186
2019
Q1 		$195K Buy
+2,242
New +$189K 0.04% 305

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 73% in Q3 2021, buying an estimated $569K and bringing the position to 11,612 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #238.

Ameritas Investment Company first reported a position in IWS in Q1 2019 and has held it in 11 quarters since. 671 funds tracked by Wall St. Rank hold IWS as of Q3 2021.

  • Ameritas Investment Company held 11,612 shares of iShares Russell Mid-Cap Value ETF worth $1.31M as of Q3 2021.
  • Ameritas Investment Company bought 4,916 iShares Russell Mid-Cap Value ETF shares in Q3 2021, an estimated $569K.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Ameritas Investment Company's portfolio in Q3 2021, its #238 holding.
  • Ameritas Investment Company first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2021.

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