Ameritas Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Buy |
128,093
+19,775
| +18% | +$910K | 0.31% | 58 |
|
|
2025
Q1 | $4.75M | Sell |
108,318
-4,270
| -4% | -$187K | 0.19% | 118 |
|
|
2024
Q4 | $4.89M | Buy |
112,588
+45,564
| +68% | +$1.98M | 0.17% | 126 |
|
|
2024
Q3 | $3.02M | Sell |
67,024
-596
| -0.9% | -$26.9K | 0.13% | 163 |
|
|
2024
Q2 | $2.91M | Sell |
67,620
-13,733
| -17% | -$591K | 0.11% | 188 |
|
|
2024
Q1 | $3.48M | Buy |
81,353
+12,747
| +19% | +$545K | 0.14% | 147 |
|
|
2023
Q4 | $2.85M | Sell |
68,606
-37,945
| -36% | -$1.58M | 0.16% | 129 |
|
|
2023
Q3 | $4.15M | Buy |
+106,551
| New | +$4.15M | 0.21% | 98 |
|
|
2023
Q2 | – | Sell |
-158,866
| Closed | -$6.33M | – | 636 |
|
|
2023
Q1 | $6.33M | Sell |
158,866
-47,303
| -23% | -$1.88M | 0.32% | 68 |
|
|
2022
Q4 | $7.84M | Sell |
206,169
-31,757
| -13% | -$1.21M | 0.36% | 56 |
|
|
2022
Q3 | $8.71M | Sell |
237,926
-110
| -0% | -$4.03K | 0.52% | 39 |
|
|
2022
Q2 | $9.27M | Buy |
238,036
+9,890
| +4% | +$385K | 0.54% | 36 |
|
|
2022
Q1 | $9.8M | Buy |
228,146
+26,317
| +13% | +$1.13M | 0.36% | 52 |
|
|
2021
Q4 | $9.18M | Buy |
+201,829
| New | +$9.18M | 0.34% | 60 |
|