Cornerstone Planning Group
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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
Q3 		$725K Buy
10,528
+713
+7% +$49.4K 0.09% 91
2026
Q2 		$673K Buy
9,815
+541
+6% +$36.8K 0.08% 89
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

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.3% in Q3 2026, buying an estimated $49.4K and bringing the position to 10,528 shares worth $725K. The position accounts for 0.09% of the portfolio, ranked #91.

Cornerstone Planning Group first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Cornerstone Planning Group held 10,528 shares of iShares Core 60/40 Balanced Allocation ETF worth $725K as of Q3 2026.
  • Cornerstone Planning Group bought 713 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $49.4K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q3 2026, its #91 holding.
  • Cornerstone Planning Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

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