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Ameritas Investment Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ameritas Investment Company’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-81
Closed -$10.9K – 1398
2021
Q1 		$10.9K Buy
+81
New +$10.9K ﹤0.01% 1496
2020
Q2 		– Sell
-81
Closed -$7K – 973
2020
Q1 		$7K Sell
81
-100
-55% -$9.52K ﹤0.01% 1287
2019
Q4 		$17K Buy
181
+100
+123% +$9.13K ﹤0.01% 709
2019
Q3 		$7K Buy
+81
New +$7.06K ﹤0.01% 1194

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Company's IWY Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2021, closing a stake of 81 shares — an estimated $10.9K sold.

Ameritas Investment Company first reported a position in IWY in Q3 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 223 funds tracked by Wall St. Rank hold IWY as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 81 iShares Russell Top 200 Growth ETF shares in Q2 2021, an estimated $10.9K.
  • Ameritas Investment Company first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and held it in 4 quarters.
  • Ameritas Investment Company's iShares Russell Top 200 Growth ETF position peaked at $17K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.