Jones Financial Companies’s iShares Core Conservative Allocation ETF AOK Stock Holding History

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

Jones Financial Companies increased its iShares Core Conservative Allocation ETF (AOK) stake by 52% in Q2 2026, buying an estimated $322K and bringing the position to 23,031 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Jones Financial Companies first reported a position in AOK in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

• Jones Financial Companies held 23,031 shares of iShares Core Conservative Allocation ETF worth $952K as of Q2 2026.
• Jones Financial Companies bought 7,851 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $322K.
• iShares Core Conservative Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1920 holding.
• Jones Financial Companies first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and has held it in 9 quarters since.
• 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

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