Cornerstone Planning Group
AOK icon

Cornerstone Planning Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Cornerstone Planning Group’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,143
Closed -$46.8K – 255
2026
Q2 		$46.8K Sell
1,143
-95
-8% -$3.9K 0.01% 421
2026
Q1 		$50.7K Buy
1,238
+133
+12% +$5.39K 0.01% 396
2025
Q4 		$45.1K Sell
1,105
-116
-10% -$4.68K 0.01% 376
2025
Q3 		$49.5K Buy
1,221
+46
+4% +$1.81K 0.01% 344
2025
Q2 		$46K Buy
1,175
+45
+4% +$1.7K 0.01% 253
2025
Q1 		$41.9K Sell
1,130
-126
-10% -$4.75K 0.01% 265
2024
Q4 		$47.4K Buy
1,256
+49
+4% +$1.86K 0.01% 192
2024
Q3 		$45.8K Buy
1,207
+33
+3% +$1.25K 0.01% 200
2024
Q2 		$43.5K Buy
1,174
+39
+3% +$1.42K 0.01% 216
2024
Q1 		$41.1K Buy
1,135
+206
+22% +$7.46K 0.01% 194
2023
Q4 		$33.6K Sell
929
-48
-5% -$1.66K 0.01% 238
2023
Q3 		$33.2K Buy
977
+666
+214% +$23.2K 0.01% 237
2023
Q2 		$10.9K Buy
+311
New +$10.9K ﹤0.01% 613
2022
Q4 		$9.7K Buy
+278
New +$9.32K ﹤0.01% 660

Other funds holding AOK

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Cornerstone Planning Group's AOK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2026, closing a stake of 1,143 shares — an estimated $46.8K sold.

Cornerstone Planning Group first reported a position in AOK in Q4 2022 and held it in 14 quarters. The position peaked at $50.7K in Q1 2026. 37 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,143 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $46.8K.
  • Cornerstone Planning Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares Core Conservative Allocation ETF position peaked at $50.7K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.