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

Weitzel Financial Services Inc. decreased its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 7.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 323,437 shares of the company’s stock after selling 27,542 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF accounts for approximately 5.2% of Weitzel Financial Services Inc.’s holdings, making the stock its 5th biggest holding. Weitzel Financial Services Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $15,721,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Continuum Advisory LLC acquired a new stake in iShares Core 40/60 Moderate Allocation ETF in the 2nd quarter valued at $398,000. Compass Financial Management LLC bought a new stake in iShares Core 40/60 Moderate Allocation ETF during the 2nd quarter worth about $288,000. Godshalk Welsh Capital Management Inc. increased its position in 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 valued at $1,290,000 after acquiring an additional 5,425 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in iShares Core 40/60 Moderate Allocation ETF in the 3rd quarter valued at about $207,000. Finally, Cornerstone Planning Group LLC increased its position in iShares Core 40/60 Moderate Allocation ETF by 71.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 6,645 shares of the company’s stock valued at $326,000 after acquiring an additional 2,779 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Performance

Shares of NYSEARCA AOM traded down $0.22 during trading on Friday, reaching $48.63. The company had a trading volume of 2,624,914 shares, compared to its average volume of 217,081. iShares Core 40/60 Moderate Allocation ETF has a 52 week low of $46.60 and a 52 week high of $50.16. The stock has a market cap of $1.95 billion, a PE ratio of 19.75 and a beta of 0.52. The business’s 50 day moving average price is $49.36 and its 200-day moving average price is $49.21.

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.