Cornerstone Planning Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cornerstone Planning Group’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	13,155 -117	-0.9%	-$11.2K	0.16%	60
2026 Q1	$1.26M	Buy	13,272 +1,138	+9%	+$104K	0.17%	61
2025 Q4	$1.12M	Sell	12,134 -2,353	-16%	-$210K	0.17%	57
2025 Q3	$1.29M	Sell	14,487 -1,366	-9%	-$116K	0.21%	50
2025 Q2	$1.33M	Buy	15,853 +890	+6%	+$69.6K	0.27%	32
2025 Q1	$1.12M	Buy	14,963 +874	+6%	+$68.1K	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%	-$76.7K	0.29%	26
2024 Q2	$1.09M	Buy	15,070 +776	+5%	+$56.7K	0.31%	25
2024 Q1	$1.03M	Sell	14,294 -147	-1%	-$10.4K	0.32%	25
2023 Q4	$997K	Buy	14,441 +1,608	+13%	+$105K	0.33%	27
2023 Q3	$815K	Buy	12,833 +2,206	+21%	+$145K	0.31%	32
2023 Q2	$705K	Buy	+10,627	New	+$684K	0.28%	38
2022 Q4	$643K	Buy	+10,346	New	+$612K	0.27%	51

Other funds holding AOA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Planning Group's AOA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.88% in Q2 2026, selling an estimated $11.2K and leaving 13,155 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #60.

Cornerstone Planning Group first reported a position in AOA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2025. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Cornerstone Planning Group held 13,155 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.27M as of Q2 2026.
Cornerstone Planning Group sold 117 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $11.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.16% of Cornerstone Planning Group's portfolio in Q2 2026, its #60 holding.
Cornerstone Planning Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.33M in Q2 2025.
277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.