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
49.84
+0.47+0.95%
OverviewShort InterestFilings
AOMiShares Core 40/60 Moderate Allocation ETF·AMEX
49.84+0.95%
TA
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Fund Snapshot
Category-Asset TypeMulti-AssetTagsbroad-marketReturn% 1Y10.83%Total Holdings7Perf Week1.76%
SponsorISharesETF TypeTags-Return% 3Y9.98%AUM$1.74BPerf Month0.52%
Fund FamilyBond TypeTags-Return% 5Y4.57%NAV/shPerf Quarter2.24%
Index-Average MaturityTags-Return% 10Y52W High50.10 -0.52%Perf Half Y2.87%
Index WeightingCommodity TypeTags-Return% SI52W Low45.82 8.77%Perf YTD4.42%
Active/PassiveQuant TypeTags-Flows% 1M2.74%Volatility0.64% 0.51%Perf Year9.04%
Dividend TTM1.52 (3.05%)ESG TypeTags-Flows% 3M6.02%ATR (14)0.32Perf 3Y22.43%
Dividend Ex-DateJul 02, 2026Dividend TypeSector/ThemeFlows% YTD6.15%RSI (14)60.88Perf 5Y10.36%
Dividend Gr. 3/5Y-Structure TypeRegionFlows% 1YBeta0.50Perf 10Y39.84%
Expense0.20%Growth/ValueSMA201.43%Flows% 3YRel Volume0.60Prev Close49.37
Inverse/LeveragedMarket CapSMA500.79%Flows% 5YAvg Volume149.63KPrice49.84
IPO DateNov 04, 2008Option/ShortYes / YesSMA2002.70%52W Range %94%Volume90,217Change0.95%
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'24MarMayJulSepNov'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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