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

Jones Financial Companies’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$940K Buy
2025
Q2 		$808K Buy
2025
Q1 		$554K Buy
2024
Q4 		$361K Buy
2024
Q3 		$340K Sell
2024
Q2 		$325K Buy
2024
Q1 		$315K Hold
2023
Q4 		$306K Buy