CPG
AOM icon

Cornerstone Planning Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cornerstone Planning Group’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Buy
8,770
+2,125
+32% +$104K 0.05% 113
2026
Q1 		$326K Buy
6,645
+2,779
+72% +$134K 0.04% 124
2025
Q4 		$188K Buy
3,866
+191
+5% +$9.13K 0.03% 143
2025
Q3 		$176K Sell
3,675
-406
-10% -$18.9K 0.03% 143
2025
Q2 		$188K Sell
4,081
-346
-8% -$15.3K 0.04% 91
2025
Q1 		$190K Buy
4,427
+529
+14% +$23.3K 0.05% 88
2024
Q4 		$171K Buy
3,898
+707
+22% +$31.4K 0.04% 80
2024
Q3 		$141K Buy
3,191
+33
+1% +$1.45K 0.04% 94
2024
Q2 		$135K Sell
3,158
-731
-19% -$31K 0.04% 113
2024
Q1 		$163K Buy
3,889
+342
+10% +$14.3K 0.05% 85
2023
Q4 		$147K Buy
3,547
+676
+24% +$26.8K 0.05% 94
2023
Q3 		$112K Buy
2,871
+169
+6% +$6.75K 0.04% 111
2023
Q2 		$109K Buy
+2,702
New +$108K 0.04% 125
2022
Q4 		$98.6K Buy
+2,498
New +$94.7K 0.04% 159

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 32% in Q2 2026, buying an estimated $104K and bringing the position to 8,770 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #113.

Cornerstone Planning Group first reported a position in AOM in Q4 2022 and has held it in 14 quarters since. 193 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Cornerstone Planning Group held 8,770 shares of iShares Core Moderate Allocation ETF worth $430K as of Q2 2026.
  • Cornerstone Planning Group bought 2,125 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $104K.
  • iShares Core Moderate Allocation ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #113 holding.
  • Cornerstone Planning Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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