Jones Financial Companies, L.L »

iShares S&P Growth Allocation Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Growth Allocation Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 13k 63.99
2025-06-30 $568k 9.3k 61.33
2025-03-31 $321k 5.6k 57.45
2024-12-31 $100k 1.7k 57.32
2024-09-30 $69k 1.2k 59.29