AIC
IYE icon

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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.