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Ameritas Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Ameritas Investment Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-43
Closed -$7K – 3020
2019
Q3 		$7K Hold
43
– – ﹤0.01% 2846
2019
Q2 		$7K Hold
43
– – ﹤0.01% 2885
2019
Q1 		$7K Hold
43
– – ﹤0.01% 2790
2018
Q4 		$6K Hold
43
– – ﹤0.01% 2817
2018
Q3 		$7K Hold
43
– – ﹤0.01% 2916
2018
Q2 		$6K Sell
43
-21
-33% -$3.38K ﹤0.01% 2916
2018
Q1 		$10K Hold
64
– – ﹤0.01% 2726
2017
Q4 		$120K Hold
64
– – 0.01% 1395
2017
Q3 		$9K Hold
64
– – ﹤0.01% 2815
2017
Q2 		$9K Hold
64
– – ﹤0.01% 2842
2017
Q1 		$8K Hold
64
– – ﹤0.01% 2758
2016
Q4 		$8K Sell
64
-87
-58% -$11.3K ﹤0.01% 1209
2016
Q3 		$19K Sell
151
-78
-34% -$9.96K ﹤0.01% 1159
2016
Q2 		$28K Sell
229
-17
-7% -$2.08K ﹤0.01% 1070
2016
Q1 		$29K Sell
246
-11
-4% -$1.26K ﹤0.01% 1057
2015
Q4 		$30K Buy
257
+37
+17% +$4.5K ﹤0.01% 1055
2015
Q3 		$25K Sell
220
-23
-9% -$2.78K ﹤0.01% 1032
2015
Q2 		$30K Sell
243
-19
-7% -$2.39K ﹤0.01% 1073
2015
Q1 		$32K Buy
262
+17
+7% +$2.09K ﹤0.01% 1108
2014
Q4 		$29K Buy
+245
New +$29.2K ﹤0.01% 1095

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Partners's IWV Position: Q4 2019 in Review

Ameritas Investment Partners sold out of iShares Russell 3000 ETF (IWV) in Q4 2019, closing a stake of 43 shares — an estimated $7K sold.

Ameritas Investment Partners first reported a position in IWV in Q4 2014 and held it in 20 quarters. The position peaked at $120K in Q4 2017. 513 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • Ameritas Investment Partners reported no remaining iShares Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Partners sold 43 iShares Russell 3000 ETF shares in Q4 2019, an estimated $7K.
  • Ameritas Investment Partners first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 20 quarters.
  • Ameritas Investment Partners's iShares Russell 3000 ETF position peaked at $120K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on Ameritas Investment Partners's 13F filing for Q4 2019, filed 13 Feb 2020.