Ameritas Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ameritas Advisory Services's AOM Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 81% in Q2 2026, buying an estimated $3.01M and bringing the position to 137,083 shares worth $6.84M. The position accounts for 0.14% of the portfolio, ranked #149.

Ameritas Advisory Services first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.8M in Q1 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Ameritas Advisory Services held 137,083 shares of iShares Core Moderate Allocation ETF worth $6.84M as of Q2 2026.
• Ameritas Advisory Services bought 61,177 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.01M.
• iShares Core Moderate Allocation ETF made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #149 holding.
• Ameritas Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
• Ameritas Advisory Services's iShares Core Moderate Allocation ETF position peaked at $9.8M in Q1 2022.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.