Jones Financial Companies’s iShares Core Moderate Allocation ETF AOM Stock Holding History

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

Jones Financial Companies increased its iShares Core Moderate Allocation ETF (AOM) stake by 16% in Q2 2026, buying an estimated $230K and bringing the position to 34,862 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Jones Financial Companies first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Jones Financial Companies held 34,862 shares of iShares Core Moderate Allocation ETF worth $1.73M as of Q2 2026.
• Jones Financial Companies bought 4,685 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $230K.
• iShares Core Moderate Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1638 holding.
• Jones Financial Companies first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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