Ameritas Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ameritas Advisory Services’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$758K	Buy	+10,903	New	+$743K	0.02%	654
2025 Q4	–	Sell	-1,678	Closed	-$108K	–	970
2025 Q3	$108K	Sell	1,678 -183	-10%	-$11.4K	0.01%	808
2025 Q2	$115K	Buy	+1,861	New	+$109K	0.01%	937
2023 Q3	–	Sell	-6,810	Closed	-$344K	–	806
2023 Q2	$344K	Sell	6,810 -383	-5%	-$19.3K	0.04%	379
2023 Q1	$360K	Sell	7,193 -1,837	-20%	-$90.4K	0.02%	588
2022 Q4	$426K	Buy	9,030 +2,134	+31%	+$100K	0.02%	585
2022 Q3	$309K	Buy	6,896 +439	+7%	+$21.3K	0.02%	572
2022 Q2	$310K	Buy	6,457 +296	+5%	+$14.9K	0.02%	605
2022 Q1	$332K	Sell	6,161 -51,200	-89%	-$2.79M	0.01%	630
2021 Q4	$3.27M	Buy	+57,361	New	+$3.25M	0.12%	146

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

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

Ameritas Advisory Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 10,903 shares worth $758K. The stake represents 0.02% of the portfolio and ranks #654 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AOR as recently as Q3 2025.

Ameritas Advisory Services first reported a position in AOR in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ameritas Advisory Services held 10,903 shares of iShares Core 60/40 Balanced Allocation ETF worth $758K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #654 holding.
Ameritas Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 10 quarters since.
Ameritas Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.27M in Q4 2021.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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