Weitzel Financial Services Inc. raised its stake in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 12.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 350,979 shares of the company’s stock after buying an additional 37,901 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF comprises about 5.8% of Weitzel Financial Services Inc.’s investment portfolio, making the stock its 6th biggest holding. Weitzel Financial Services Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $17,991,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also added to or reduced their stakes in AOM. Ameriprise Financial Inc. boosted its holdings in iShares Core 40/60 Moderate Allocation ETF by 6.7% in the second quarter. Ameriprise Financial Inc. now owns 281,931 shares of the company’s stock worth $12,995,000 after acquiring an additional 17,790 shares in the last quarter. American Trust increased its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 0.6% during the third quarter. American Trust now owns 98,698 shares of the company’s stock valued at $4,696,000 after acquiring an additional 613 shares in the last quarter. Western Wealth Management LLC bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at $4,460,000. JPMorgan Chase & Co. raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 148.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after purchasing an additional 27,156 shares during the last quarter. Finally, Godshalk Welsh Capital Management Inc. raised its position in shares of iShares Core 40/60 Moderate Allocation ETF by 24.9% in the 1st quarter. Godshalk Welsh Capital Management Inc. now owns 27,224 shares of the company’s stock worth $1,290,000 after purchasing an additional 5,425 shares during the last quarter.
iShares Core 40/60 Moderate Allocation ETF Price Performance
Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $49.59 on Thursday. The stock has a market cap of $1.76 billion, a price-to-earnings ratio of 19.75 and a beta of 0.51. The firm’s 50-day moving average is $49.50 and its 200 day moving average is $49.01. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $46.46 and a 1 year high of $50.16.
About iShares Core 40/60 Moderate Allocation ETF
iShares Moderate Allocation ETF, formerly iShares S&P Moderate Allocation Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Moderate Index (the Moderate Allocation Index). The Moderate Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a moderate risk profile. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation.
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