Weitzel Financial Services Inc. Grows Position in iShares Core 40/60 Moderate Allocation ETF $AOM

Weitzel Financial Services Inc. boosted its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 3.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 313,078 shares of the company’s stock after purchasing an additional 11,814 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF accounts for about 5.3% of Weitzel Financial Services Inc.’s portfolio, making the stock its 6th largest holding. Weitzel Financial Services Inc. owned approximately 0.89% of iShares Core 40/60 Moderate Allocation ETF worth $14,846,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in AOM. Ascentis Independent Advisors bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF during the first quarter worth approximately $53,000. Venturi Wealth Management LLC increased its stake in iShares Core 40/60 Moderate Allocation ETF by 5.2% during the 1st quarter. Venturi Wealth Management LLC now owns 5,039 shares of the company’s stock worth $239,000 after acquiring an additional 251 shares during the period. Vermillion & White Wealth Management Group LLC increased its stake in iShares Core 40/60 Moderate Allocation ETF by 4,656.7% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 1,427 shares of the company’s stock worth $68,000 after acquiring an additional 1,397 shares during the period. NewEdge Advisors LLC raised its holdings in iShares Core 40/60 Moderate Allocation ETF by 11.0% in the 4th quarter. NewEdge Advisors LLC now owns 24,243 shares of the company’s stock valued at $1,157,000 after acquiring an additional 2,407 shares in the last quarter. Finally, Advisory Services Network LLC lifted its position in shares of iShares Core 40/60 Moderate Allocation ETF by 76.2% during the 4th quarter. Advisory Services Network LLC now owns 13,690 shares of the company’s stock valued at $653,000 after acquiring an additional 5,919 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

AOM opened at $49.17 on Thursday. The firm has a market cap of $1.77 billion, a P/E ratio of 19.75 and a beta of 0.51. iShares Core 40/60 Moderate Allocation ETF has a 52-week low of $45.31 and a 52-week high of $50.10. The business’s fifty day moving average is $49.48 and its 200-day moving average is $48.66.

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.