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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.6M	Sell	75,906 -1,824	-2%	-$88K	0.14%	145
2025 Q4	$3.71M	Buy	77,730 +73,468	+1,724%	+$3.51M	0.14%	141
2025 Q3	$203K	Sell	4,262 -123,831	-97%	-$5.75M	0.01%	614
2025 Q2	$5.9M	Buy	128,093 +19,775	+18%	+$874K	0.31%	58
2025 Q1	$4.75M	Sell	108,318 -4,270	-4%	-$188K	0.19%	118
2024 Q4	$4.89M	Buy	112,588 +45,564	+68%	+$2.02M	0.17%	126
2024 Q3	$3.02M	Sell	67,024 -596	-0.9%	-$26.1K	0.13%	163
2024 Q2	$2.91M	Sell	67,620 -13,733	-17%	-$582K	0.11%	188
2024 Q1	$3.48M	Buy	81,353 +12,747	+19%	+$533K	0.14%	147
2023 Q4	$2.85M	Sell	68,606 -37,945	-36%	-$1.5M	0.16%	129
2023 Q3	$4.15M	Buy	+106,551	New	+$4.26M	0.21%	98
2023 Q2	–	Sell	-158,866	Closed	-$6.33M	–	636
2023 Q1	$6.33M	Sell	158,866 -47,303	-23%	-$1.86M	0.32%	68
2022 Q4	$7.84M	Sell	206,169 -31,757	-13%	-$1.2M	0.36%	56
2022 Q3	$8.71M	Sell	237,926 -110	-0%	-$4.31K	0.52%	39
2022 Q2	$9.27M	Buy	238,036 +9,890	+4%	+$400K	0.54%	36
2022 Q1	$9.8M	Buy	228,146 +26,317	+13%	+$1.15M	0.36%	52
2021 Q4	$9.18M	Buy	+201,829	New	+$9.15M	0.34%	60