Ameritas Investment Company’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,450	Closed	-$212K	–	739
2021 Q2	$212K	Sell	3,450 -2,919	-46%	-$81.3K	0.01%	689
2021 Q1	$167K	Buy	+6,369	New	+$157K	0.01%	626
2020 Q2	–	Sell	-3,765	Closed	-$59K	–	978
2020 Q1	$59K	Buy	3,765 +3,421	+994%	+$86.2K	0.01%	644
2019 Q4	$11K	Sell	344 -2,652	-89%	-$83.8K	﹤0.01%	741
2019 Q3	$95K	Buy	+2,996	New	+$97.4K	0.02%	494
2019 Q2	–	Sell	-2,086	Closed	-$75K	–	539
2019 Q1	$75K	Buy	+2,086	New	+$73K	0.01%	387

Other funds holding IYE

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Ameritas Investment Company sold out of iShares US Energy ETF (IYE) in Q3 2021, closing a stake of 3,450 shares — an estimated $212K sold.

Ameritas Investment Company first reported a position in IYE in Q1 2019 and held it in 6 quarters. The position peaked at $212K in Q2 2021. 305 funds tracked by Wall St. Rank hold IYE as of Q3 2021.

Ameritas Investment Company reported no remaining iShares US Energy ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 3,450 iShares US Energy ETF shares in Q3 2021, an estimated $212K.
Ameritas Investment Company first reported a position in iShares US Energy ETF in Q1 2019 and held it in 6 quarters.
Ameritas Investment Company's iShares US Energy ETF position peaked at $212K in Q2 2021.
305 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2021.

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