Cornerstone Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cornerstone Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Sell	4,376 -806	-16%	-$76.9K	0.02%	527
2026 Q1	$459K	Buy	5,182 +28	+0.5%	+$2.55K	0.02%	468
2025 Q4	$462K	Sell	5,154 -51	-1%	-$4.54K	0.02%	441
2025 Q3	$459K	Buy	5,205 +126	+2%	+$10.7K	0.03%	437
2025 Q2	$424K	Buy	5,079 +53	+1%	+$4.14K	0.03%	427
2025 Q1	$384K	Sell	5,026 -344	-6%	-$26.8K	0.03%	425
2024 Q4	$411K	Hold	5,370	–	–	0.03%	388
2024 Q3	$424K	Hold	5,370	–	–	0.03%	391
2024 Q2	$402K	Buy	5,370 +17	+0.3%	+$1.24K	0.03%	374
2024 Q1	$393K	Sell	5,353 -2	-0%	-$141	0.03%	375
2023 Q4	$370K	Buy	5,355 +23	+0.4%	+$1.5K	0.03%	380
2023 Q3	$339K	Hold	5,332	–	–	0.03%	399
2023 Q2	$354K	Buy	5,332 +53	+1%	+$3.41K	0.03%	369
2023 Q1	$336K	Buy	+5,279	New	+$330K	0.03%	357
2022 Q3	$312K	Buy	5,624 +3	+0.1%	+$182	0.03%	340
2022 Q2	$337K	Buy	5,621 +1	+0%	+$64	0.04%	337
2022 Q1	$387K	Sell	5,620 -12	-0.2%	-$830	0.04%	321
2021 Q4	$412K	Buy	5,632 +8	+0.1%	+$577	0.04%	320
2021 Q3	$393K	Sell	5,624 -166	-3%	-$11.8K	0.04%	312
2021 Q2	$409K	Buy	5,790 +1	+0%	+$70	0.04%	315
2021 Q1	$387K	Sell	5,789 -4,093	-41%	-$270K	0.05%	305
2020 Q4	$634K	Sell	9,882 -4,692	-32%	-$287K	0.08%	210
2020 Q3	$845K	Sell	14,574 -734	-5%	-$42.3K	0.13%	158
2020 Q2	$840K	Sell	15,308 -2,096	-12%	-$109K	0.14%	154
2020 Q1	$826K	Sell	17,404 -2,081	-11%	-$114K	0.16%	125
2019 Q4	$1.13M	Buy	19,485 +910	+5%	+$51.3K	0.18%	119
2019 Q3	$1.02M	Buy	18,575 +3,448	+23%	+$188K	0.18%	125
2019 Q2	$837K	Buy	15,127 +21	+0.1%	+$1.13K	0.15%	147
2019 Q1	$1.22M	Sell	15,106 -3,174	-17%	-$165K	0.15%	163
2018 Q4	$889K	Sell	18,280 -513,002	-97%	-$26.2M	0.19%	112
2018 Q3	$9.89M	Sell	531,282 -478,328	-47%	-$25.9M	0.12%	182
2018 Q2	$19M	Buy	1,009,610 +997,051	+7,939%	+$53.7M	0.21%	110
2018 Q1	$660K	Buy	12,559 +2,373	+23%	+$130K	0.13%	163
2017 Q4	$561K	Buy	10,186 +158	+2%	+$8.63K	0.11%	190
2017 Q3	$538K	Buy	10,028 +616	+7%	+$32.4K	0.11%	190
2017 Q2	$484K	Buy	9,412 +520	+6%	+$26.5K	0.11%	187
2017 Q1	$440K	Buy	+8,892	New	+$435K	0.11%	189

Other funds holding AOA

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Cornerstone Wealth Management's AOA Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 16% in Q2 2026, selling an estimated $76.9K and leaving 4,376 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #527.

Cornerstone Wealth Management first reported a position in AOA in Q1 2017 and has held it in 37 quarters since. The position peaked at $19M in Q2 2018. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Cornerstone Wealth Management held 4,376 shares of iShares Core 80/20 Aggressive Allocation ETF worth $427K as of Q2 2026.
Cornerstone Wealth Management sold 806 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $76.9K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #527 holding.
Cornerstone Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2017 and has held it in 37 quarters since.
Cornerstone Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $19M in Q2 2018.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.