Weitzel Financial Services Inc. Has $14.85 Million Stock Position in iShares Core 40/60 Moderate Allocation ETF $AOM

Weitzel Financial Services Inc. increased its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 3.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 313,078 shares of the company’s stock after purchasing an additional 11,814 shares during the period. iShares Core 40/60 Moderate Allocation ETF makes up about 5.3% of Weitzel Financial Services Inc.’s portfolio, making the stock its 6th biggest holding. Weitzel Financial Services Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $14,846,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Ameriprise Financial Inc. lifted its stake in iShares Core 40/60 Moderate Allocation ETF by 6.7% during 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 during the last quarter. American Trust increased its stake in shares of iShares Core 40/60 Moderate Allocation ETF by 0.6% in the 3rd quarter. American Trust now owns 98,698 shares of the company’s stock valued at $4,696,000 after purchasing an additional 613 shares during the last quarter. Western Wealth Management LLC bought a new position in shares of iShares Core 40/60 Moderate Allocation ETF in the 4th quarter valued at $4,460,000. JPMorgan Chase & Co. raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 148.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 45,472 shares of the company’s stock worth $2,094,000 after buying an additional 27,156 shares in the last quarter. Finally, One Capital Management LLC raised its holdings in shares of iShares Core 40/60 Moderate Allocation ETF by 11.4% during the 4th quarter. One Capital Management LLC now owns 26,986 shares of the company’s stock worth $1,288,000 after buying an additional 2,769 shares in the last quarter.

iShares Core 40/60 Moderate Allocation ETF Stock Down 0.2%

Shares of AOM stock opened at $49.17 on Thursday. The business has a fifty day simple moving average of $49.48 and a 200 day simple moving average of $48.66. The company 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 twelve month low of $45.31 and a twelve month high of $50.10.

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.