Stock Taper

AOM

iShares Core 4060 Moderate Allocation ETF

AOM

iShares Core 4060 Moderate Allocation ETF • IShares

$48.32 ▲ 0.19% (+0.09)

Managing Company IShares

Asset Under Management $1.72B

Inception Date Nov 4, 2008

Expense Ratio 0.20%

52w High $48.36

52w Low $41.20

Volume 258,493

Avg Volume 198,101

Asset Class Multi-Asset

About iShares Core 4060 Moderate Allocation ETF

The iShares Core 40/60 Moderate Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy.

Managing Company IShares

Asset Under Management $1.72B

Inception Date Nov 4, 2008

Expense Ratio 0.20%

52w High $48.36

52w Low $41.20

Volume 258,493

Avg Volume 198,101

Asset Class Multi-Asset

About iShares Core 4060 Moderate Allocation ETF

The iShares Core 40/60 Moderate Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy.

HOLDINGS (Top 20)

Stock	Name	Weight	Shares	Market Value
NVDA	NVIDIA Corporation	1.80%	164.25K	$31.06M
AAPL	Apple Inc.	1.51%	99.88K	$26.00M
MSFT	Microsoft Corporation	1.41%	50.24K	$24.29M
AMZN	Amazon.com, Inc.	0.92%	65.75K	$15.88M
GOOGL	Alphabet Inc.	0.74%	39.33K	$12.66M
AVGO	Broadcom Inc.	0.64%	31.92K	$10.96M
GOOG	Alphabet Inc.	0.59%	31.43K	$10.13M
META	Meta Platforms, Inc.	0.55%	14.72K	$9.55M
TSLA	Tesla, Inc.	0.48%	18.99K	$8.19M
JPM	JPMorgan Chase & Co.	0.35%	18.40K	$6.02M
LLY	Eli Lilly and Company	0.35%	5.37K	$5.95M
V	Visa Inc.	0.24%	11.41K	$4.06M
XOM	Exxon Mobil Corporation	0.20%	28.50K	$3.38M
JNJ	Johnson & Johnson	0.20%	16.29K	$3.38M
WMT	Walmart Inc.	0.19%	29.64K	$3.34M
MA	Mastercard Incorporated	0.19%	5.54K	$3.21M
PLTR	Palantir Technologies Inc.	0.16%	15.44K	$2.81M
ABBV	AbbVie Inc.	0.16%	11.95K	$2.79M
MU	Micron Technology, Inc.	0.15%	7.59K	$2.58M
BAC	Bank of America Corporation	0.15%	45.41K	$2.53M

SECTOR HOLDINGS

Technology

Technology

26.43%

Financial Services

Financial Services

16.74%

Industrials

Industrials

11.06%

Consumer Cyclical

Consumer Cyclical

10.32%

Healthcare

Healthcare

9.18%

Communication Services

Communication Services

8.56%

Consumer Defensive

Consumer Defensive

5.19%

Basic Materials

Basic Materials

3.84%

Energy

Energy

3.54%

Utilities

Utilities

2.66%

Real Estate

Real Estate

2.48%

ASSET ALLOCATION BY REGION

Other

82.73%

United States

11.96%

Japan

1.18%

United Kingdom

0.66%

Canada

0.64%

China

0.50%

Switzerland

0.49%

India

0.35%

Australia

0.33%

Netherlands

0.23%

Ireland

0.21%

Hong Kong

0.12%

Brazil

0.09%

Israel

0.08%

South Africa

0.07%

Belgium

0.05%

Indonesia

0.03%

Luxembourg

0.03%

Singapore

0.03%

Germany

0.03%

Norway

0.03%

Bermuda

0.02%

Poland

0.02%

Korea (the Republic of)

0.02%

Kuwait

0.01%

United Arab Emirates

0.01%

Hungary

0.01%

Qatar

0.01%

New Zealand

0.01%

Greece

0.01%

Chile

0.01%

SECTOR HOLDINGS

Technology

Technology

26.43%

Financial Services

Financial Services

16.74%

Industrials

Industrials

11.06%

Consumer Cyclical

Consumer Cyclical

10.32%

Healthcare

Healthcare

9.18%

Communication Services

Communication Services

8.56%

Consumer Defensive

Consumer Defensive

5.19%

Basic Materials

Basic Materials

3.84%

Energy

Energy

3.54%

Utilities

Utilities

2.66%

Real Estate

Real Estate

2.48%

ASSET ALLOCATION BY REGION

Other

82.73%

United States

11.96%

Japan

1.18%

United Kingdom

0.66%

Canada

0.64%

China

0.50%

Switzerland

0.49%

India

0.35%

Australia

0.33%

Netherlands

0.23%

Ireland

0.21%

Hong Kong

0.12%

Brazil

0.09%

Israel

0.08%

South Africa

0.07%

Belgium

0.05%

Indonesia

0.03%

Luxembourg

0.03%

Singapore

0.03%

Germany

0.03%

Norway

0.03%

Bermuda

0.02%

Poland

0.02%

Korea (the Republic of)

0.02%

Kuwait

0.01%

United Arab Emirates

0.01%

Hungary

0.01%

Qatar

0.01%

New Zealand

0.01%

Greece

0.01%

Chile

0.01%

Holdings (Top 20)

NVDA

NVDA

NVIDIA Corporation

Weight: 1.80% Shares: 164.25K Value: $31.06M

AAPL

AAPL

Apple Inc.

Weight: 1.51% Shares: 99.88K Value: $26.00M

MSFT

MSFT

Microsoft Corporation

Weight: 1.41% Shares: 50.24K Value: $24.29M

AMZN

AMZN

Amazon.com, Inc.

Weight: 0.92% Shares: 65.75K Value: $15.88M

GOOGL

GOOGL

Alphabet Inc.

Weight: 0.74% Shares: 39.33K Value: $12.66M

AVGO

AVGO

Broadcom Inc.

Weight: 0.64% Shares: 31.92K Value: $10.96M

GOOG

GOOG

Alphabet Inc.

Weight: 0.59% Shares: 31.43K Value: $10.13M

META

META

Meta Platforms, Inc.

Weight: 0.55% Shares: 14.72K Value: $9.55M

TSLA

TSLA

Tesla, Inc.

Weight: 0.48% Shares: 18.99K Value: $8.19M

JPM

JPM

JPMorgan Chase & Co.

Weight: 0.35% Shares: 18.40K Value: $6.02M

LLY

LLY

Eli Lilly and Company

Weight: 0.35% Shares: 5.37K Value: $5.95M

V

Visa Inc.

Weight: 0.24% Shares: 11.41K Value: $4.06M

XOM

XOM

Exxon Mobil Corporation

Weight: 0.20% Shares: 28.50K Value: $3.38M

JNJ

JNJ

Johnson & Johnson

Weight: 0.20% Shares: 16.29K Value: $3.38M

WMT

WMT

Walmart Inc.

Weight: 0.19% Shares: 29.64K Value: $3.34M

MA

Mastercard Incorporated

Weight: 0.19% Shares: 5.54K Value: $3.21M

PLTR

PLTR

Palantir Technologies Inc.

Weight: 0.16% Shares: 15.44K Value: $2.81M

ABBV

ABBV

AbbVie Inc.

Weight: 0.16% Shares: 11.95K Value: $2.79M

MU

Micron Technology, Inc.

Weight: 0.15% Shares: 7.59K Value: $2.58M

BAC

BAC

Bank of America Corporation

Weight: 0.15% Shares: 45.41K Value: $2.53M