iShares Core 40/60 Moderate Allocation ETF(AOM · ETF)
ETF quote, holdings, sector allocation, technicals, and options analytics.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $46.60 – $50.16
- YTD
- +4.18%
- IV Rank (30D)
- 22.72
- Straddle Price
- $2.38
iShares Core 40/60 Moderate Allocation ETF (AOM) ETF
- Exchange
- ARCX
- Inception
- 2008-11-04
- Has Options
- Yes
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-07-02 | 2026-07-08 | $0.4075 | CD |
| 2026-04-02 | 2026-04-08 | $0.3102 | CD |
| 2025-12-23 | 2025-12-29 | $0.5326 | CD |
| 2025-10-02 | 2025-10-07 | $0.2684 | CD |
| 2025-07-02 | 2025-07-08 | $0.3736 | CD |
| 2025-04-02 | 2025-04-07 | $0.2474 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| IUSB | ISHARES CORE UNIV USD BOND ETF | 48.76% | Corporate Bond | US |
| IVV | ISHARES CORE S&P ETF TRUST | 23.95% | Equity (US) | US |
| IDEV | ISHARES CORE MSCI INT DEVEL ETF | 11.91% | Equity (US) | US |
| IAGG | iShares Core Intl Aggregate Bnd ET | 8.77% | Corporate Bond | US |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS | 4.57% | Equity (US) | US |
| IJH | ISHARES CORE S&P MID-CAP ETF | 1.31% | Equity (US) | US |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 0.64% | Equity (US) | US |
| XTSLA | BLK CSH FND TREASURY SL AGENCY | 0.10% | Cash/Money Market | US |
| USD | USD CASH | -0.01% | Cash/Money Market | US |
| Category | Weight | Value | Positions |
|---|---|---|---|
| Other | 99.91% | $1.68B | 7 |
| Short-term investment | 4.62% | $77.9M | 2 |
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.74% | 6 |
| Feb | -0.58% | 6 |
| Mar | +0.24% | 6 |
| Apr | -0.36% | 6 |
| May | +0.97% | 6 |
| Jun | +0.35% | 6 |
| Jul | +1.21% | 6 |
| Aug | +0.06% | 6 |
| Sep | -1.06% | 6 |
| Oct | -0.46% | 5 |
| Nov | +2.06% | 5 |
| Dec | -0.26% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (confidence level 6/10)
Key Drivers:
- Technical indicators suggest a neutral trend, with no clear uptrend or downtrend.
- Momentum signals are mixed, with RSI indicating a neutral reading and MACD displaying a bullish signal.
- Volume analysis shows low institutional interest.
Primary Risks:
- Low volatility may indicate limited potential for price movements.
- Options market is pricing in a relatively high move by expiration date (42-DTE), which could be a catalyst for future price action.
Investment Thesis: AOM's technical and fundamental characteristics suggest a neutral outlook, with no clear buy or sell signal. However, the options market indicates a potential for higher volatility in the near term, which may lead to more significant price movements.
Recent News Sentiment Impact: The recent news headlines have been neutral, providing no significant catalysts for AOM's stock price. The absence of earnings data and low volume flow suggest limited institutional interest.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Trendless
- Long-term (3-12 months): Uptrend (SMA 200)
Support/Resistance Levels:
- Upper: $50.11 (Bollinger Bands)
- Middle: $49.82 (SMA 20)
- Lower: $49.52 (SMA 50)
Momentum Signals:
- RSI: Neutral (53.78%)
- MACD: Bullish
- Bollinger Bands: Neutral
Volume Analysis:
- Volume SMA 20: 126136.10
- On-Balance Volume (OBV): 4121816.75
- Volume Rate of Change: -72.78%
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headlines have been published, with no significant impact on AOM's stock price.
Sentiment Assessment: Neutral sentiment prevails, with no clear bullish or bearish bias.
Catalyst Identification: No specific catalysts identified in the recent news headlines.
Market Narrative: The neutral market narrative is driven by the lack of clear trends and limited institutional interest.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 0.49 (Low volatility)
- Alpha: -0.03
- Correlation: 0.88
- Stock Volatility: 0.07
Options Market Signals:
- IV Rank: 22.7% (Low)
- Current IV: 24.3%
- Expected Move: $2.38 (42 DTE), 7-DTE: $2.00
- Volume Flow: 0 calls vs 0 puts
- Open Interest: 0 calls vs 0 puts
- Put/Call Volume Ratio: 0.00 (Neutral sentiment)
- Put/Call OI Ratio: 0.00
Downside Protection: Support levels and risk management considerations are critical in this low-volatility environment.
Market Context & Positioning
Market Context:
- Sector Performance: Neutral
- Institutional Activity: Low volume flow
- Correlation Analysis: AOM's stock moves less than the market (R-squared interpretation)
Relative Valuation: AOM is positioned within a trading range, with no clear uptrend or downtrend.
Key Levels & Action Items
Critical Price Levels:
- Support: $49.52 (SMA 50), $48.76 (SMA 200)
- Resistance: $50.11 (Bollinger Bands)
Breakout/Breakdown Levels: No specific levels identified, as the stock is range-bound.
Time-Sensitive Catalysts: Earnings data availability could be a catalyst for future price action.
Risk Management: Stop-loss levels and position sizing considerations are crucial in this low-volatility environment.
- IV Rank (30D)
- 22.72
- IV Rank (7D)
- 59.76
- Avg IV
- 24.3%
- Straddle (30D)
- $2.38
- Straddle (7D)
- $2.00
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.49
- Correlation (SPY)
- 87.7%
- R²
- 0.77
- Ann. Volatility
- 7.2%
- SPY Volatility
- 12.8%
Low volatility - stock moves less than market
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
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