iShares Core 40/60 Moderate Allocation ETF $AOM is Weitzel Financial Services Inc.’s 5th Largest Position

Weitzel Financial Services Inc. raised its position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 301,264 shares of the company’s stock after acquiring an additional 12,488 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF makes up about 5.6% of Weitzel Financial Services Inc.’s holdings, making the stock its 5th biggest holding. Weitzel Financial Services Inc. owned about 0.86% of iShares Core 40/60 Moderate Allocation ETF worth $14,415,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Flagship Harbor Advisors LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the fourth quarter worth approximately $28,000. Painted Porch Advisors LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the third quarter worth approximately $51,000. Strategic Advocates LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the third quarter worth approximately $135,000. Root Financial Partners LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF in the third quarter worth approximately $139,000. Finally, Farther Finance Advisors LLC lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 161.2% in the fourth quarter. Farther Finance Advisors LLC now owns 3,594 shares of the company’s stock worth $172,000 after acquiring an additional 2,218 shares during the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Up 0.6%

Shares of iShares Core 40/60 Moderate Allocation ETF stock opened at $49.54 on Friday. iShares Core 40/60 Moderate Allocation ETF has a 52-week low of $43.96 and a 52-week high of $49.57. The company has a 50 day moving average of $48.16 and a 200 day moving average of $48.14. The company has a market capitalization of $1.74 billion, a P/E ratio of 19.75 and a beta of 0.51.

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.