Weitzel Financial Services Inc. Has $17.99 Million Stake in iShares Core 40/60 Moderate Allocation ETF $AOM

Weitzel Financial Services Inc. increased its holdings in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 12.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 350,979 shares of the company’s stock after acquiring an additional 37,901 shares during the quarter. iShares Core 40/60 Moderate Allocation ETF comprises approximately 5.8% of Weitzel Financial Services Inc.’s portfolio, making the stock its 6th biggest position. Weitzel Financial Services Inc. owned 0.99% of iShares Core 40/60 Moderate Allocation ETF worth $17,991,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AOM. Tsfg LLC bought a new position in iShares Core 40/60 Moderate Allocation ETF in the 2nd quarter worth $53,000. Ascentis Independent Advisors purchased a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the 1st quarter worth about $53,000. Vermillion & White Wealth Management Group LLC boosted its stake in shares of 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 valued at $68,000 after purchasing an additional 1,397 shares in the last quarter. Parallel Advisors LLC boosted its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 128.7% during the 4th quarter. Parallel Advisors LLC now owns 3,554 shares of the company’s stock valued at $170,000 after purchasing an additional 2,000 shares in the last quarter. Finally, Venturi Wealth Management LLC increased its position in shares of iShares Core 40/60 Moderate Allocation ETF by 5.2% during the first quarter. Venturi Wealth Management LLC now owns 5,039 shares of the company’s stock valued at $239,000 after buying an additional 251 shares during the period.

iShares Core 40/60 Moderate Allocation ETF Price Performance

Shares of NYSEARCA AOM opened at $49.59 on Thursday. iShares Core 40/60 Moderate Allocation ETF has a 1 year low of $46.46 and a 1 year high of $50.16. The stock has a market capitalization of $1.76 billion, a P/E ratio of 19.75 and a beta of 0.51. The company’s 50-day moving average is $49.50 and its 200 day moving average is $49.01.

iShares Core 40/60 Moderate Allocation ETF Company 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.