18,078 Shares in iShares Core 60/40 Balanced Allocation ETF $AOR Acquired by Weitzel Financial Services Inc.

Weitzel Financial Services Inc. acquired a new stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 18,078 shares of the company’s stock, valued at approximately $1,123,000. iShares Core 60/40 Balanced Allocation ETF makes up about 0.5% of Weitzel Financial Services Inc.’s portfolio, making the stock its 22nd largest holding.

A number of other institutional investors have also recently modified their holdings of the stock. ST Germain D J Co. Inc. acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF during the 2nd quarter worth $58,000. Harbor Investment Advisory LLC lifted its position in iShares Core 60/40 Balanced Allocation ETF by 3.8% during the second quarter. Harbor Investment Advisory LLC now owns 7,055 shares of the company’s stock worth $434,000 after purchasing an additional 257 shares during the period. Westside Investment Management Inc. bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the second quarter worth about $444,000. Golden State Wealth Management LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF during the second quarter worth about $497,000. Finally, Venturi Wealth Management LLC increased its holdings in iShares Core 60/40 Balanced Allocation ETF by 16.8% in the 2nd quarter. Venturi Wealth Management LLC now owns 8,099 shares of the company’s stock valued at $499,000 after buying an additional 1,164 shares during the period.

iShares Core 60/40 Balanced Allocation ETF Trading Up 0.7%

Shares of NYSEARCA:AOR opened at $63.97 on Monday. The firm has a 50 day moving average of $64.52 and a 200-day moving average of $62.36. iShares Core 60/40 Balanced Allocation ETF has a 12 month low of $52.97 and a 12 month high of $65.78. The stock has a market capitalization of $2.86 billion, a PE ratio of 19.83 and a beta of 0.65.

iShares Core 60/40 Balanced Allocation ETF 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.