Jones Financial Companies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Sell
12,604
-469
-4% -$44.7K ﹤0.01% 1797
2026
Q1
$1.13M Buy
13,073
+9,490
+265% +$864K ﹤0.01% 1667
2025
Q4
$321K Buy
3,583
+354
+11% +$31.5K ﹤0.01% 1700
2025
Q3
$282K Buy
3,229
+593
+22% +$50.5K ﹤0.01% 1644
2025
Q2
$219K Buy
2,636
+1,190
+82% +$93.1K ﹤0.01% 1625
2025
Q1
$110K Buy
1,446
+416
+40% +$32.4K ﹤0.01% 1729
2024
Q4
$78.9K Buy
1,030
+156
+18% +$12.2K ﹤0.01% 1712
2024
Q3
$69K Buy
874
+522
+148% +$39.7K ﹤0.01% 1521
2024
Q2
$26.3K Hold
352
﹤0.01% 1464
2024
Q1
$25.9K Buy
+352
New +$24.8K ﹤0.01% 851

Other funds holding AOA

Jones Financial Companies's AOA Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.6% in Q2 2026, selling an estimated $44.7K and leaving 12,604 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Jones Financial Companies first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Jones Financial Companies held 12,604 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.22M as of Q2 2026.
  • Jones Financial Companies sold 469 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1797 holding.
  • Jones Financial Companies first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.