Ameritas Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
+1,861
| New | +$115K | 0.01% | 937 |
|
|
2023
Q3 | – | Sell |
-6,810
| Closed | -$344K | – | 806 |
|
|
2023
Q2 | $344K | Sell |
6,810
-383
| -5% | -$19.4K | 0.04% | 379 |
|
|
2023
Q1 | $360K | Sell |
7,193
-1,837
| -20% | -$91.9K | 0.02% | 588 |
|
|
2022
Q4 | $426K | Buy |
9,030
+2,134
| +31% | +$101K | 0.02% | 585 |
|
|
2022
Q3 | $309K | Buy |
6,896
+439
| +7% | +$19.7K | 0.02% | 572 |
|
|
2022
Q2 | $310K | Buy |
6,457
+296
| +5% | +$14.2K | 0.02% | 605 |
|
|
2022
Q1 | $332K | Sell |
6,161
-51,200
| -89% | -$2.76M | 0.01% | 630 |
|
|
2021
Q4 | $3.27M | Buy |
+57,361
| New | +$3.27M | 0.12% | 146 |
|