Cornerstone Planning Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
15,853
+890
| +6% | +$74.4K | 0.27% | 32 |
|
|
2025
Q1 | $1.12M | Buy |
14,963
+874
| +6% | +$65.3K | 0.27% | 30 |
|
|
2024
Q4 | $1.1M | Buy |
14,089
+28
| +0.2% | +$2.19K | 0.27% | 28 |
|
|
2024
Q3 | $1.1M | Sell |
14,061
-1,009
| -7% | -$78.7K | 0.29% | 26 |
|
|
2024
Q2 | $1.09M | Buy |
15,070
+776
| +5% | +$56K | 0.31% | 25 |
|
|
2024
Q1 | $1.03M | Sell |
14,294
-147
| -1% | -$10.6K | 0.32% | 25 |
|
|
2023
Q4 | $997K | Buy |
14,441
+1,608
| +13% | +$111K | 0.33% | 27 |
|
|
2023
Q3 | $815K | Buy |
12,833
+2,206
| +21% | +$140K | 0.31% | 32 |
|
|
2023
Q2 | $705K | Buy |
+10,627
| New | +$705K | 0.28% | 38 |
|
|
2022
Q4 | $643K | Buy |
+10,346
| New | +$643K | 0.27% | 51 |
|