iShares Core 60/40 Balanced Allocation ETF $AOR Holdings Increased by Worth Asset Management LLC

Worth Asset Management LLC lifted its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 2.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 689,976 shares of the company’s stock after acquiring an additional 19,273 shares during the period. iShares Core 60/40 Balanced Allocation ETF accounts for approximately 16.6% of Worth Asset Management LLC’s holdings, making the stock its biggest holding. Worth Asset Management LLC owned 1.35% of iShares Core 60/40 Balanced Allocation ETF worth $44,400,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. GGM Financials LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter worth approximately $26,000. Private Trust Co. NA purchased a new stake in iShares Core 60/40 Balanced Allocation ETF during the fourth quarter valued at approximately $27,000. Strategic Investment Solutions Inc. IL bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $33,000. Ransom Advisory Ltd bought a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at approximately $65,000. Finally, Flagship Harbor Advisors LLC purchased a new position in shares of iShares Core 60/40 Balanced Allocation ETF in the 4th quarter worth approximately $73,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of iShares Core 60/40 Balanced Allocation ETF stock opened at $69.60 on Tuesday. The stock has a market cap of $3.57 billion, a price-to-earnings ratio of 19.83 and a beta of 0.64. The stock has a 50 day moving average price of $68.42 and a 200-day moving average price of $66.67. iShares Core 60/40 Balanced Allocation ETF has a one year low of $59.87 and a one year high of $69.97.

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. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.