Ameritas Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Ameritas Advisory Services's AOK Position: Q3 2026 in Review

Ameritas Advisory Services reduced its iShares Core Conservative Allocation ETF (AOK) stake by 79% in Q3 2026, selling an estimated $887K and leaving 5,678 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Ameritas Advisory Services first reported a position in AOK in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.25M in Q1 2025. 141 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

• Ameritas Advisory Services held 5,678 shares of iShares Core Conservative Allocation ETF worth $229K as of Q3 2026.
• Ameritas Advisory Services sold 21,604 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $887K.
• iShares Core Conservative Allocation ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #1048 holding.
• Ameritas Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 13 quarters since.
• Ameritas Advisory Services's iShares Core Conservative Allocation ETF position peaked at $6.25M in Q1 2025.
• 141 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.