AAS
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return