AIC
IYY icon

Ameritas Investment Company’s iShares Dow Jones US ETF IYY Stock Holding History

Ameritas Investment Company’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-111
Closed -$11.1K – 1406
2021
Q1 		$11.1K Buy
+111
New +$10.8K ﹤0.01% 1494
2020
Q2 		– Sell
-100
Closed -$6K – 985
2020
Q1 		$6K Buy
+100
New +$7.55K ﹤0.01% 1325
2019
Q2 		– Sell
-100
Closed -$7K – 546
2019
Q1 		$7K Buy
+100
New +$6.79K ﹤0.01% 707

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares Dow Jones US ETF (IYY) in Q2 2021, closing a stake of 111 shares — an estimated $11.1K sold.

Ameritas Investment Company first reported a position in IYY in Q1 2019 and held it in 3 quarters. The position peaked at $11.1K in Q1 2021. 182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Dow Jones US ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 111 iShares Dow Jones US ETF shares in Q2 2021, an estimated $11.1K.
  • Ameritas Investment Company first reported a position in iShares Dow Jones US ETF in Q1 2019 and held it in 3 quarters.
  • Ameritas Investment Company's iShares Dow Jones US ETF position peaked at $11.1K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

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