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Cornerstone Planning Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cornerstone Planning Group’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$630K Buy
9,274
+2,923
+46% +$193K 0.08% 94
2025
Q4 		$423K Buy
6,351
+202
+3% +$13.1K 0.07% 93
2025
Q3 		$400K Buy
6,149
+91
+2% +$5.69K 0.06% 97
2025
Q2 		$373K Buy
6,058
+111
+2% +$6.48K 0.08% 57
2025
Q1 		$335K Sell
5,947
-872
-13% -$50.8K 0.08% 62
2024
Q4 		$398K Buy
6,819
+118
+2% +$6.91K 0.1% 46
2024
Q3 		$391K Buy
6,701
+1,279
+24% +$73.3K 0.1% 45
2024
Q2 		$299K Buy
5,422
+331
+7% +$18.3K 0.09% 63
2024
Q1 		$279K Sell
5,091
-100
-2% -$5.39K 0.09% 58
2023
Q4 		$276K Buy
5,191
+747
+17% +$37.7K 0.09% 70
2023
Q3 		$220K Buy
4,444
+598
+16% +$30.4K 0.08% 74
2023
Q2 		$198K Buy
+3,846
New +$194K 0.08% 92
2022
Q4 		$211K Buy
+4,297
New +$202K 0.09% 96

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Cornerstone Planning Group's AOR Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 46% in Q1 2026, buying an estimated $193K and bringing the position to 9,274 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #94.

Cornerstone Planning Group first reported a position in AOR in Q4 2022 and has held it in 13 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Cornerstone Planning Group held 9,274 shares of iShares Core 60/40 Balanced Allocation ETF worth $630K as of Q1 2026.
  • Cornerstone Planning Group bought 2,923 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $193K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Cornerstone Planning Group's portfolio in Q1 2026, its #94 holding.
  • Cornerstone Planning Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 13 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.