Ameritas Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ameritas Investment Partners’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
2021 Q3	–	Sell	-278	Closed	-$15K	–	3085
2021 Q2	$15K	Hold	278	–	–	﹤0.01%	2844
2021 Q1	$14K	Hold	278	–	–	﹤0.01%	2703
2020 Q4	$14K	Hold	278	–	–	﹤0.01%	2637
2020 Q3	$13K	Hold	278	–	–	﹤0.01%	2580
2020 Q2	$12K	Hold	278	–	–	﹤0.01%	2612
2020 Q1	$11K	Hold	278	–	–	﹤0.01%	2479
2019 Q4	$13K	Hold	278	–	–	﹤0.01%	2617
2019 Q3	$12K	Hold	278	–	–	﹤0.01%	2644
2019 Q2	$12K	Sell	278 -29	-9%	-$1.31K	﹤0.01%	2714
2019 Q1	$13K	Hold	307	–	–	﹤0.01%	2586
2018 Q4	$12K	Hold	307	–	–	﹤0.01%	2583
2018 Q3	$13K	Hold	307	–	–	﹤0.01%	2722
2018 Q2	$13K	Hold	307	–	–	﹤0.01%	2725
2018 Q1	$13K	Hold	307	–	–	﹤0.01%	2619
2017 Q4	$3K	Hold	307	–	–	﹤0.01%	2907
2017 Q3	$13K	Hold	307	–	–	﹤0.01%	2643
2017 Q2	$13K	Hold	307	–	–	﹤0.01%	2693
2017 Q1	$13K	Hold	307	–	–	﹤0.01%	2593
2016 Q4	$12K	Hold	307	–	–	﹤0.01%	1197
2016 Q3	$12K	Hold	307	–	–	﹤0.01%	1186
2016 Q2	$12K	Hold	307	–	–	﹤0.01%	1116
2016 Q1	$12K	Hold	307	–	–	﹤0.01%	1114
2015 Q4	$11K	Hold	307	–	–	﹤0.01%	1116
2015 Q3	$11K	Sell	307 -150	-33%	-$5.93K	﹤0.01%	1068
2015 Q2	$18K	Hold	457	–	–	﹤0.01%	1097
2015 Q1	$18K	Sell	457 -3,262	-88%	-$132K	﹤0.01%	1137
2014 Q4	$149K	Buy	+3,719	New	+$148K	0.01%	1012

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Partners's AOR Position: Q3 2021 in Review

Ameritas Investment Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2021, closing a stake of 278 shares — an estimated $15K sold.

Ameritas Investment Partners first reported a position in AOR in Q4 2014 and held it in 27 quarters. The position peaked at $149K in Q4 2014. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

Ameritas Investment Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Partners sold 278 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2021, an estimated $15K.
Ameritas Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and held it in 27 quarters.
Ameritas Investment Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $149K in Q4 2014.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

Based on Ameritas Investment Partners's 13F filing for Q3 2021, filed 15 Nov 2021.