Ameritas Investment Company’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$363K	Buy	1,426 +1,063	+293%	+$278K	0.02%	503
2021 Q2	$425K	Sell	363 -493	-58%	-$123K	0.02%	458
2021 Q1	$203K	Buy	+856	New	+$199K	0.02%	581
2020 Q2	–	Sell	-884	Closed	-$130K	–	972
2020 Q1	$130K	Buy	884 +182	+26%	+$32.4K	0.02%	439
2019 Q4	$132K	Sell	702 -64	-8%	-$11.5K	0.03%	413
2019 Q3	$134K	Buy	+766	New	+$133K	0.03%	414
2019 Q2	–	Sell	-117	Closed	-$20K	–	534
2019 Q1	$20K	Buy	+117	New	+$18.8K	﹤0.01%	552

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

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

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Ameritas Investment Company increased its iShares Russell 3000 ETF (IWV) stake by 293% in Q3 2021, buying an estimated $278K and bringing the position to 1,426 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #503.

Ameritas Investment Company first reported a position in IWV in Q1 2019 and has held it in 7 quarters since. The position peaked at $425K in Q2 2021. 585 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Ameritas Investment Company held 1,426 shares of iShares Russell 3000 ETF worth $363K as of Q3 2021.
Ameritas Investment Company bought 1,063 iShares Russell 3000 ETF shares in Q3 2021, an estimated $278K.
iShares Russell 3000 ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #503 holding.
Ameritas Investment Company first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 7 quarters since.
Ameritas Investment Company's iShares Russell 3000 ETF position peaked at $425K in Q2 2021.
585 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

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