Cornerstone Planning Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
|
|||||
|
2025
Q2 | $1.33M | Buy |
|
|||||
|
2025
Q1 | $1.12M | Buy |
|
|||||
|
2024
Q4 | $1.1M | Buy |
|
|||||
|
2024
Q3 | $1.1M | Sell |
|
|||||
|
2024
Q2 | $1.09M | Buy |
|
|||||
|
2024
Q1 | $1.03M | Sell |
|
|||||
|
2023
Q4 | $997K | Buy |
|
|||||
|
2023
Q3 | $815K | Buy |
|
|||||
|
2023
Q2 | $705K | Buy |
|
|||||
|
2022
Q4 | $643K | Buy |
|