iShares Core 40/60 Moderate Allocation ETF $AOM Shares Sold by Weitzel Financial Services Inc.

Weitzel Financial Services Inc. lessened its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 7.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 323,437 shares of the company’s stock after selling 27,542 shares during the period. iShares Core 40/60 Moderate Allocation ETF comprises 5.2% of Weitzel Financial Services Inc.’s portfolio, making the stock its 5th biggest holding. Weitzel Financial Services Inc. owned approximately 0.81% of iShares Core 40/60 Moderate Allocation ETF worth $15,721,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in AOM. Godshalk Welsh Capital Management Inc. increased its stake in iShares Core 40/60 Moderate Allocation ETF by 24.9% during the first 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 during the period. Thurston Springer Miller Herd & Titak Inc. raised its holdings in iShares Core 40/60 Moderate Allocation ETF by 21.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 20,623 shares of the company’s stock valued at $1,029,000 after acquiring an additional 3,576 shares in the last quarter. Continuum Advisory LLC acquired a new position in iShares Core 40/60 Moderate Allocation ETF in the 2nd quarter valued at approximately $398,000. Cornerstone Planning Group LLC lifted its position in shares of 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 worth $326,000 after acquiring an additional 2,779 shares during the period. Finally, Compass Financial Management LLC bought a new stake in shares of iShares Core 40/60 Moderate Allocation ETF in the 2nd quarter worth approximately $288,000.

iShares Core 40/60 Moderate Allocation ETF Stock Down 0.5%

Shares of AOM stock traded down $0.22 during mid-day trading on Friday, reaching $48.63. The stock 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 one year low of $46.60 and a one year high of $50.16. The firm has a market cap of $1.95 billion, a PE ratio of 19.75 and a beta of 0.52. The firm’s 50 day simple moving average is $49.36 and its 200 day simple moving average is $49.21.

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.