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Ameritas Investment Partners’s i3 Verticals IIIV Stock Holding History

Ameritas Investment Partners’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.2K Hold
1,928
– – ﹤0.01% 2363
2026
Q1 		$43.1K Hold
1,928
– – ﹤0.01% 2174
2025
Q4 		$48.6K Hold
1,928
– – ﹤0.01% 2140
2025
Q3 		$62.6K Sell
1,928
-311
-14% -$9.38K ﹤0.01% 1973
2025
Q2 		$61.5K Hold
2,239
– – ﹤0.01% 2061
2025
Q1 		$55.2K Hold
2,239
– – ﹤0.01% 2055
2024
Q4 		$51.6K Hold
2,239
– – ﹤0.01% 2162
2024
Q3 		$47.7K Hold
2,239
– – ﹤0.01% 2218
2024
Q2 		$49.4K Hold
2,239
– – ﹤0.01% 2148
2024
Q1 		$51.3K Hold
2,239
– – ﹤0.01% 2135
2023
Q4 		$47.4K Hold
2,239
– – ﹤0.01% 2198
2023
Q3 		$47.3K Buy
2,239
+687
+44% +$15.9K ﹤0.01% 2141
2023
Q2 		$35.5K Hold
1,552
– – ﹤0.01% 2240
2023
Q1 		$38.1K Hold
1,552
– – ﹤0.01% 2141
2022
Q4 		$45.8K Hold
1,552
– – ﹤0.01% 2115
2022
Q3 		$31K Hold
1,552
– – ﹤0.01% 2283
2022
Q2 		$38K Hold
1,552
– – ﹤0.01% 2166
2022
Q1 		$43K Hold
1,552
– – ﹤0.01% 2140
2021
Q4 		$35K Hold
1,552
– – ﹤0.01% 2347
2021
Q3 		$38K Hold
1,552
– – ﹤0.01% 2339
2021
Q2 		$47K Hold
1,552
– – ﹤0.01% 2220
2021
Q1 		$48K Hold
1,552
– – ﹤0.01% 2108
2020
Q4 		$52K Buy
1,552
+348
+29% +$9.33K ﹤0.01% 1971
2020
Q3 		$30K Hold
1,204
– – ﹤0.01% 2166
2020
Q2 		$36K Hold
1,204
– – ﹤0.01% 2032
2020
Q1 		$23K Hold
1,204
– – ﹤0.01% 2098
2019
Q4 		$34K Hold
1,204
– – ﹤0.01% 2129
2019
Q3 		$24K Buy
1,204
+568
+89% +$14K ﹤0.01% 2292
2019
Q2 		$19K Hold
636
– – ﹤0.01% 2469
2019
Q1 		$15K Hold
636
– – ﹤0.01% 2524
2018
Q4 		$15K Hold
636
– – ﹤0.01% 2486
2018
Q3 		$15K Buy
+636
New +$11.4K ﹤0.01% 2652

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameritas Investment Partners's IIIV Position: Q2 2026 in Review

Ameritas Investment Partners held its i3 Verticals (IIIV) position steady in Q2 2026 at 1,928 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Ameritas Investment Partners first reported a position in IIIV in Q3 2018 and has held it in 32 quarters since. The position peaked at $62.6K in Q3 2025. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Ameritas Investment Partners held 1,928 shares of i3 Verticals worth $41.2K as of Q2 2026.
  • Ameritas Investment Partners left its i3 Verticals share count unchanged in Q2 2026.
  • i3 Verticals made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2363 holding.
  • Ameritas Investment Partners first reported a position in i3 Verticals in Q3 2018 and has held it in 32 quarters since.
  • Ameritas Investment Partners's i3 Verticals position peaked at $62.6K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.