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
49.22
-0.15-0.30%
OverviewShort InterestFilings
AOMiShares Core 40/60 Moderate Allocation ETF·AMEX
49.22-0.30%
TA
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Fund Snapshot
Category-Asset TypeMulti-AssetTagsbroad-marketReturn% 1Y6.10%Total Holdings7Perf Week-0.24%
SponsorISharesETF TypeTags-Return% 3Y10.20%AUM$1.78BPerf Month-1.54%
Fund FamilyBond TypeTags-Return% 5Y4.11%NAV/shPerf Quarter-1.50%
Index-Average MaturityTags-Return% 10Y52W High50.16 -1.87%Perf Half Y3.60%
Index WeightingCommodity TypeTags-Return% SI52W Low46.60 5.62%Perf YTD3.12%
Active/PassiveQuant TypeTags-Flows% 1M0.00%Volatility0.48% 0.38%Perf Year3.69%
Dividend TTM1.52 (3.09%)ESG TypeTags-Flows% 3M1.85%ATR (14)0.26Perf 3Y23.58%
Dividend Ex-DateJul 02, 2026Dividend TypeSector/ThemeFlows% YTD5.39%RSI (14)44.06Perf 5Y7.99%
Dividend Gr. 3/5Y-Structure TypeRegionFlows% 1YBeta0.51Perf 10Y36.34%
Expense0.20%Growth/ValueSMA20-0.69%Flows% 3YRel Volume0.82Prev Close49.37
Inverse/LeveragedMarket CapSMA50-0.51%Flows% 5YAvg Volume175.80KPrice49.22
IPO DateNov 03, 2008Option/ShortYes / YesSMA2000.80%52W Range %74%Volume143,599Change-0.30%
Holdings Breakdown
View Holdings as
Stocks
12.7%Technology
1.9%Consumer Defensive
7.1%Financial Services
1.9%Basic Materials
4.6%Industrials
1.7%Energy
3.6%Healthcare
1.0%Utilities
3.6%Consumer Cyclical
0.9%Real Estate
3.0%Communication Services
Bonds, Cash & Other
57.8%Cash & Others
Assets Under Management
00.50B1.00B1.50B2.00BFebMayJulSepNov'25MarMayJulSepNov'26MarMayJulSep
● Assets Under Management
Latest News· Times ET
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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