Weitzel Financial Services Inc. Has $756,000 Stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Weitzel Financial Services Inc. increased its position in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 22.8% during the fourth quarter, HoldingsChannel reports. The fund owned 13,137 shares of the company’s stock after buying an additional 2,438 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF comprises about 0.4% of Weitzel Financial Services Inc.’s portfolio, making the stock its 23rd largest holding. Weitzel Financial Services Inc.’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $756,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of AOR. Envestnet Asset Management Inc. grew its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 340.5% during the fourth quarter. Envestnet Asset Management Inc. now owns 165,474 shares of the company’s stock worth $9,485,000 after purchasing an additional 127,907 shares during the last quarter. Beacon Financial Advisory LLC boosted its position in iShares Core 60/40 Balanced Allocation ETF by 2.8% during the 4th quarter. Beacon Financial Advisory LLC now owns 9,511 shares of the company’s stock worth $545,000 after buying an additional 256 shares during the period. Merit Financial Group LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth approximately $468,000. Steward Partners Investment Advisory LLC increased its position in iShares Core 60/40 Balanced Allocation ETF by 22.5% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,064 shares of the company’s stock valued at $290,000 after acquiring an additional 931 shares during the period. Finally, Victory Capital Management Inc. bought a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter valued at $936,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of NYSEARCA:AOR opened at $59.60 on Tuesday. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $52.97 and a 52 week high of $59.83. The firm has a market cap of $2.40 billion, a PE ratio of 19.83 and a beta of 0.64. The firm’s fifty day moving average is $57.14 and its 200-day moving average is $57.96.

iShares Core 60/40 Balanced Allocation ETF Company Profile

iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile.