AOM — iShares Core 40/60 Moderate Allocation ETF price, holdings and performance

iShares Core 40/60 Moderate Allocation ETF

iShares Core 40/60 Moderate Allocation ETF (AMEX: AOM) is an exchange-traded fund. QuoTrend tracks its price, holdings, performance, fund flows and news.

Latest market price
49.79
-0.14-0.28%
OverviewShort InterestFilings
AOMiShares Core 40/60 Moderate Allocation ETF·AMEX
49.79-0.28%
TA
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Fund Snapshot
Category-Asset TypeMulti-AssetTagsbroad-marketReturn% 1Y10.59%Total Holdings7Perf Week1.73%
SponsorISharesETF TypeTags-Return% 3Y10.65%AUM$1.77BPerf Month1.15%
Fund FamilyBond TypeTags-Return% 5Y4.56%NAV/shPerf Quarter1.36%
Index-Average MaturityTags-Return% 10Y52W High49.96 -0.34%Perf Half Y3.63%
Index WeightingCommodity TypeTags-Return% SI52W Low45.94 8.38%Perf YTD4.61%
Active/PassiveQuant TypeTags-Flows% 1M0.00%Volatility0.44% 0.47%Perf Year8.19%
Dividend TTM1.52 (3.05%)ESG TypeTags-Flows% 3M5.29%ATR (14)0.30Perf 3Y24.02%
Dividend Ex-DateJul 02, 2026Dividend TypeSector/ThemeFlows% YTD5.45%RSI (14)61.42Perf 5Y10.12%
Dividend Gr. 3/5Y-Structure TypeRegionFlows% 1YBeta0.50Perf 10Y39.74%
Expense0.20%Growth/ValueSMA201.45%Flows% 3YRel Volume0.54Prev Close49.93
Inverse/LeveragedMarket CapSMA500.94%Flows% 5YAvg Volume148.86KPrice49.79
IPO DateNov 04, 2008Option/ShortYes / YesSMA2002.82%52W Range %96%Volume80,333Change-0.28%
Holdings Breakdown
View Holdings as
Stocks
30.2%Technology
4.8%Consumer Defensive
16.1%Financial Services
3.9%Basic Materials
11.7%Industrials
3.7%Energy
8.9%Consumer Cyclical
2.6%Utilities
8.4%Healthcare
2.3%Real Estate
7.5%Communication Services
Assets Under Management
00.50B1.00B1.50B2.00B'24AprJunAugOct'25MarMayJulSepNov'26MarMayJul
● Assets Under Management
Latest News
Fund

The iShares Core 40/60 Moderate Allocation ETF is engineered to closely follow the investment performance of a particular index. This index itself is constructed from a combination of underlying stock and bond funds, all designed to embody a moderate approach to investment risk allocation.

Ownership

Per-holder 13F data isn't yet ingested for ETFs — coming with the next data layer expansion. Aggregate ownership shown above.

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