Jones Financial Companies
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Jones Financial Companies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Jones Financial Companies’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Buy
9,261
+3,668
+66% +$225K ﹤0.01% 1226
2025
Q1 		$321K Buy
5,593
+3,845
+220% +$221K ﹤0.01% 1310
2024
Q4 		$100K Buy
1,748
+588
+51% +$33.7K ﹤0.01% 1627
2024
Q3 		$68.8K Buy
1,160
+969
+507% +$57.5K ﹤0.01% 1522
2024
Q2 		$10.7K Buy
+191
New +$10.7K ﹤0.01% 1741