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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
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 		$9.71K Buy
+278
New +$9.32K ﹤0.01% 660

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Core Conservative Allocation ETF (AOK) stake by 7.7% in Q2 2026, selling an estimated $3.9K and leaving 1,143 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #421.

Cornerstone Planning Group first reported a position in AOK in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.7K in Q1 2026. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Cornerstone Planning Group held 1,143 shares of iShares Core Conservative Allocation ETF worth $46.8K as of Q2 2026.
  • Cornerstone Planning Group sold 95 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $3.9K.
  • iShares Core Conservative Allocation ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #421 holding.
  • Cornerstone Planning Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Core Conservative Allocation ETF position peaked at $50.7K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

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