iShares Core 40/60 Moderate Allocation ETF $AOM Holdings Boosted by Weitzel Financial Services Inc.

Weitzel Financial Services Inc. grew its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 288,776 shares of the company’s stock after purchasing an additional 11,208 shares during the period. iShares Core 40/60 Moderate Allocation ETF makes up 5.5% of Weitzel Financial Services Inc.’s portfolio, making the stock its 5th biggest position. Weitzel Financial Services Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $13,648,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. American Trust acquired a new position in iShares Core 40/60 Moderate Allocation ETF during the second quarter valued at $4,516,000. Thurston Springer Miller Herd & Titak Inc. grew its stake in iShares Core 40/60 Moderate Allocation ETF by 2,551.7% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 31,476 shares of the company’s stock valued at $1,449,000 after acquiring an additional 30,289 shares in the last quarter. JPMorgan Chase & Co. increased its holdings 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 valued at $2,094,000 after purchasing an additional 27,156 shares during the period. Ameriprise Financial Inc. lifted its position in shares of 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 purchasing an additional 17,790 shares in the last quarter. Finally, Captrust Financial Advisors lifted its position in shares of iShares Core 40/60 Moderate Allocation ETF by 176.3% in the second quarter. Captrust Financial Advisors now owns 24,917 shares of the company’s stock worth $1,147,000 after purchasing an additional 15,899 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of AOM opened at $48.24 on Tuesday. The company has a market capitalization of $1.64 billion, a PE ratio of 19.75 and a beta of 0.52. The company’s 50 day moving average price is $47.85 and its 200 day moving average price is $46.88. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $41.20 and a 52 week high of $48.36.

iShares Core 40/60 Moderate Allocation ETF Profile

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.