Ameritas Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.1M | Sell |
73,592
-3,115
| -4% | -$2.13M | 1.48% | 6 |
|
|
2025
Q4 | $52.5M | Sell |
76,707
-991
| -1% | -$673K | 1.6% | 6 |
|
|
2025
Q3 | $52M | Sell |
77,698
-35,737
| -32% | -$23M | 1.59% | 6 |
|
|
2025
Q2 | $70.4M | Buy |
113,435
+3,333
| +3% | +$1.91M | 2.22% | 4 |
|
|
2025
Q1 | $61.9M | Buy |
110,102
+1,866
| +2% | +$1.1M | 2.13% | 4 |
|
|
2024
Q4 | $63.7M | Buy |
108,236
+1,320
| +1% | +$781K | 2.07% | 5 |
|
|
2024
Q3 | $61.7M | Buy |
106,916
+2,718
| +3% | +$1.51M | 2.01% | 4 |
|
|
2024
Q2 | $57M | Buy |
104,198
+5,697
| +6% | +$3M | 1.96% | 5 |
|
|
2024
Q1 | $51.8M | Sell |
98,501
-7,254
| -7% | -$3.63M | 1.78% | 5 |
|
|
2023
Q4 | $50.5M | Buy |
105,755
+338
| +0.3% | +$151K | 1.85% | 4 |
|
|
2023
Q3 | $45.3M | Sell |
105,417
-3,500
| -3% | -$1.57M | 1.81% | 5 |
|
|
2023
Q2 | $48.5M | Buy |
108,917
+2,684
| +3% | +$1.13M | 1.83% | 5 |
|
|
2023
Q1 | $43.7M | Buy |
106,233
+2,504
| +2% | +$1M | 1.73% | 5 |
|
|
2022
Q4 | $39.9M | Buy |
103,729
+657
| +0.6% | +$254K | 1.6% | 6 |
|
|
2022
Q3 | $37M | Sell |
103,072
-16,145
| -14% | -$6.45M | 1.66% | 7 |
|
|
2022
Q2 | $45.2M | Buy |
119,217
+7,953
| +7% | +$3.27M | 1.95% | 5 |
|
|
2022
Q1 | $50.5M | Sell |
111,264
-1,748
| -2% | -$782K | 1.81% | 6 |
|
|
2021
Q4 | $53.9M | Buy |
113,012
+5,497
| +5% | +$2.53M | 1.82% | 6 |
|
|
2021
Q3 | $46.3M | Buy |
107,515
+8,674
| +9% | +$3.84M | 1.69% | 7 |
|
|
2021
Q2 | $42.5M | Buy |
98,841
+3,711
| +4% | +$1.55M | 1.52% | 7 |
|
|
2021
Q1 | $37.8M | Buy |
95,130
+518
| +0.5% | +$201K | 1.44% | 7 |
|
|
2020
Q4 | $35.5M | Buy |
94,612
+2,997
| +3% | +$1.07M | 1.63% | 4 |
|
|
2020
Q3 | $30.8M | Sell |
91,615
-872
| -0.9% | -$290K | 1.39% | 8 |
|
|
2020
Q2 | $28.6M | Sell |
92,487
-3,880
| -4% | -$1.14M | 1.36% | 8 |
|
|
2020
Q1 | $24.9M | Sell |
96,367
-6,872
| -7% | -$2.11M | 1.41% | 8 |
|
|
2019
Q4 | $33.4M | Buy |
103,239
+5,958
| +6% | +$1.84M | 1.48% | 8 |
|
|
2019
Q3 | $29M | Buy |
97,281
+5,337
| +6% | +$1.59M | 1.33% | 8 |
|
|
2019
Q2 | $27.1M | Buy |
91,944
+2,585
| +3% | +$749K | 1.23% | 9 |
|
|
2019
Q1 | $25.4M | Buy |
89,359
+5,599
| +7% | +$1.53M | 1.18% | 9 |
|
|
2018
Q4 | $21.1M | Sell |
83,760
-682
| -0.8% | -$185K | 1.15% | 8 |
|
|
2018
Q3 | $24.7M | Sell |
84,442
-976
| -1% | -$280K | 1.14% | 7 |
|
|
2018
Q2 | $23.3M | Buy |
85,418
+3,812
| +5% | +$1.04M | 1.12% | 10 |
|
|
2018
Q1 | $21.7M | Buy |
81,606
+3,776
| +5% | +$1.04M | 1.04% | 10 |
|
|
2017
Q4 | $7.11M | Buy |
77,830
+6,517
| +9% | +$1.71M | 0.32% | 40 |
|
|
2017
Q3 | $18M | Buy |
71,313
+6,750
| +10% | +$1.68M | 0.86% | 12 |
|
|
2017
Q2 | $15.7M | Buy |
64,563
+5,572
| +9% | +$1.34M | 0.76% | 12 |
|
|
2017
Q1 | $14M | Buy |
58,991
+1,579
| +3% | +$369K | 0.69% | 14 |
|
|
2016
Q4 | $12.9M | Buy |
57,412
+9,942
| +21% | +$2.19M | 0.65% | 17 |
|
|
2016
Q3 | $10.3M | Buy |
47,470
+5,160
| +12% | +$1.12M | 0.56% | 19 |
|
|
2016
Q2 | $8.91M | Buy |
42,310
+1,749
| +4% | +$365K | 0.58% | 18 |
|
|
2016
Q1 | $8.38M | Buy |
40,561
+7,269
| +22% | +$1.43M | 0.56% | 22 |
|
|
2015
Q4 | $6.82M | Buy |
33,292
+6,440
| +24% | +$1.33M | 0.46% | 31 |
|
|
2015
Q3 | $5.17M | Buy |
26,852
+7,312
| +37% | +$1.49M | 0.37% | 42 |
|
|
2015
Q2 | $4.05M | Buy |
19,540
+2,721
| +16% | +$576K | 0.27% | 67 |
|
|
2015
Q1 | $3.5M | Buy |
16,819
+1,054
| +7% | +$219K | 0.23% | 83 |
|
|
2014
Q4 | $3.26M | Buy |
15,765
+801
| +5% | +$162K | 0.22% | 97 |
|
|
2014
Q3 | $2.97M | Buy |
14,964
+461
| +3% | +$91.7K | 0.21% | 101 |
|
|
2014
Q2 | $2.86M | Buy |
14,503
+230
| +2% | +$44K | 0.21% | 104 |
|
|
2014
Q1 | $2.69M | Buy |
14,273
+1,542
| +12% | +$285K | 0.21% | 109 |
|
|
2013
Q4 | $2.36M | Sell |
12,731
-670
| -5% | -$119K | 0.19% | 130 |
|
|
2013
Q3 | $2.26M | Buy |
13,401
+620
| +5% | +$104K | 0.21% | 114 |
|
|
2013
Q2 | $2.06M | Buy |
+12,781
| New | +$2.07M | 0.56% | 47 |
|
Other funds holding IVV
Ameritas Investment Partners's IVV Position: Q1 2026 in Review
Ameritas Investment Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q1 2026, selling an estimated $2.13M and leaving 73,592 shares worth $48.1M. The position accounts for 1.48% of the portfolio, ranked #6.
Ameritas Investment Partners first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $70.4M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Ameritas Investment Partners held 73,592 shares of iShares Core S&P 500 ETF worth $48.1M as of Q1 2026.
- Ameritas Investment Partners sold 3,115 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.13M.
- iShares Core S&P 500 ETF made up 1.48% of Ameritas Investment Partners's portfolio in Q1 2026, its #6 holding.
- Ameritas Investment Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Ameritas Investment Partners's iShares Core S&P 500 ETF position peaked at $70.4M in Q2 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.