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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 Buy
+18,280
New +$935K 0.19% 112
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

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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 35 quarters since. The position peaked at $1.22M in Q1 2019. 422 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 35 quarters since.
  • Cornerstone Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.22M in Q1 2019.
  • 422 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.