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Ameritas Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Ameritas Investment Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,063
Closed -$248K – 1268
2016
Q3 		$248K Sell
2,063
-1,299
-39% -$156K 0.01% 930
2016
Q2 		$392K Sell
3,362
-124
-4% -$14.3K 0.03% 726
2016
Q1 		$397K Sell
3,486
-440
-11% -$47.6K 0.03% 695
2015
Q4 		$444K Sell
3,926
-149
-4% -$17K 0.03% 616
2015
Q3 		$436K Hold
4,075
– – 0.03% 600
2015
Q2 		$472K Buy
4,075
+3,525
+641% +$416K 0.03% 620
2015
Q1 		$63K Sell
550
-365
-40% -$42.1K ﹤0.01% 1078
2014
Q4 		$104K Buy
+915
New +$103K 0.01% 1034

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Ameritas Investment Partners's IWB Position: Q4 2016 in Review

Ameritas Investment Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 2,063 shares — an estimated $248K sold.

Ameritas Investment Partners first reported a position in IWB in Q4 2014 and held it in 8 quarters. The position peaked at $472K in Q2 2015. 498 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

  • Ameritas Investment Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • Ameritas Investment Partners sold 2,063 iShares Russell 1000 ETF shares in Q4 2016, an estimated $248K.
  • Ameritas Investment Partners first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 8 quarters.
  • Ameritas Investment Partners's iShares Russell 1000 ETF position peaked at $472K in Q2 2015.
  • 498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Ameritas Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.