Ameritas Investment Company’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.22M	Buy	14,750 +4,022	+37%	+$334K	0.06%	246
2021 Q2	$1.02M	Buy	10,728 +9,910	+1,211%	+$797K	0.05%	279
2021 Q1	$61.2K	Sell	818 -2,951	-78%	-$210K	0.01%	896
2020 Q4	$250K	Sell	3,769 -1,855	-33%	-$114K	0.05%	348
2020 Q3	$310K	Hold	5,624	–	–	0.1%	223
2020 Q2	$310K	Sell	5,624 -990	-15%	-$52.8K	0.09%	229
2020 Q1	$321K	Buy	6,614 +252	+4%	+$15.9K	0.05%	258
2019 Q4	$438K	Buy	6,362 +1,768	+38%	+$117K	0.09%	207
2019 Q3	$296K	Buy	+4,594	New	+$292K	0.06%	264
2019 Q2	–	Sell	-4,052	Closed	-$239K	–	540
2019 Q1	$239K	Buy	+4,052	New	+$235K	0.04%	279

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares US Financials ETF (IYF) stake by 37% in Q3 2021, buying an estimated $334K and bringing the position to 14,750 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #246.

Ameritas Investment Company first reported a position in IYF in Q1 2019 and has held it in 10 quarters since. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

Ameritas Investment Company held 14,750 shares of iShares US Financials ETF worth $1.22M as of Q3 2021.
Ameritas Investment Company bought 4,022 iShares US Financials ETF shares in Q3 2021, an estimated $334K.
iShares US Financials ETF made up 0.06% of Ameritas Investment Company's portfolio in Q3 2021, its #246 holding.
Ameritas Investment Company first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 10 quarters since.
307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

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