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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Buy
25,604
+9,477
+59% +$625K ﹤0.01% 1521
2025
Q4 		$1.05M Buy
16,127
+2,798
+21% +$182K ﹤0.01% 1210
2025
Q3 		$853K Buy
13,329
+4,068
+44% +$254K ﹤0.01% 1194
2025
Q2 		$568K Buy
9,261
+3,668
+66% +$214K ﹤0.01% 1226
2025
Q1 		$321K Buy
5,593
+3,845
+220% +$224K ﹤0.01% 1310
2024
Q4 		$100K Buy
1,748
+588
+51% +$34.4K ﹤0.01% 1627
2024
Q3 		$68.8K Buy
1,160
+969
+507% +$55.6K ﹤0.01% 1522
2024
Q2 		$10.7K Buy
+191
New +$10.6K ﹤0.01% 1741

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Jones Financial Companies's AOR Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 59% in Q1 2026, buying an estimated $625K and bringing the position to 25,604 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Jones Financial Companies first reported a position in AOR in Q2 2024 and has held it in 8 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Jones Financial Companies held 25,604 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.62M as of Q1 2026.
  • Jones Financial Companies bought 9,477 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $625K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1521 holding.
  • Jones Financial Companies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 8 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.