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Ameritas Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ameritas Investment Partners’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-22
Closed -$1K – 3067
2019
Q2 		$1K Buy
+22
New +$1.53K ﹤0.01% 3035
2017
Q4 		– Sell
-8,282
Closed -$468K – 2970
2017
Q3 		$468K Sell
8,282
-886
-10% -$48.6K 0.02% 771
2017
Q2 		$495K Sell
9,168
-1,054
-10% -$56.1K 0.02% 755
2017
Q1 		$530K Buy
10,222
+3,748
+58% +$191K 0.03% 747
2016
Q4 		$315K Buy
6,474
+440
+7% +$21.2K 0.02% 854
2016
Q3 		$293K Buy
+6,034
New +$293K 0.02% 870
2016
Q2 		– Sell
-5,598
Closed -$259K – 863
2016
Q1 		$257K Sell
5,598
-650
-10% -$28.1K 0.02% 858
2015
Q4 		$287K Sell
6,248
-2,740
-30% -$127K 0.02% 816
2015
Q3 		$398K Sell
8,988
-82
-0.9% -$3.89K 0.03% 648
2015
Q2 		$439K Sell
9,070
-1,024
-10% -$50.5K 0.03% 647
2015
Q1 		$493K Sell
10,094
-1,960
-16% -$93.5K 0.03% 614
2014
Q4 		$561K Sell
12,054
-4,806
-29% -$217K 0.04% 533
2014
Q3 		$744K Sell
16,860
-890
-5% -$39.7K 0.05% 384
2014
Q2 		$794K Sell
17,750
-746
-4% -$32.1K 0.06% 376
2014
Q1 		$793K Sell
18,496
-1,394
-7% -$59.3K 0.06% 363
2013
Q4 		$838K Sell
19,890
-2,484
-11% -$100K 0.07% 354
2013
Q3 		$874K Buy
+22,374
New +$853K 0.08% 308

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Ameritas Investment Partners's IWP Position: Q3 2019 in Review

Ameritas Investment Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 22 shares — an estimated $1K sold.

Ameritas Investment Partners first reported a position in IWP in Q3 2013 and held it in 17 quarters. The position peaked at $874K in Q3 2013. 582 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

  • Ameritas Investment Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Ameritas Investment Partners sold 22 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $1K.
  • Ameritas Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and held it in 17 quarters.
  • Ameritas Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $874K in Q3 2013.
  • 582 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

Based on Ameritas Investment Partners's 13F filing for Q3 2019, filed 14 Nov 2019.