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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$424K	Buy	5,079 +53	+1%	+$4.42K	0.03%	427
2025 Q1	$384K	Sell	5,026 -344	-6%	-$26.3K	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%	+$1.27K	0.03%	374
2024 Q1	$393K	Sell	5,353 -2	-0%	-$147	0.03%	375
2023 Q4	$370K	Buy	5,355 +23	+0.4%	+$1.59K	0.03%	380
2023 Q3	$339K	Hold	5,332	–	–	0.03%	399
2023 Q2	$354K	Buy	5,332 +53	+1%	+$3.52K	0.03%	369
2023 Q1	$336K	Buy	+5,279	New	+$336K	0.03%	357
2022 Q3	$312K	Buy	5,624 +3	+0.1%	+$166	0.03%	340
2022 Q2	$337K	Buy	5,621 +1	+0%	+$60	0.04%	337
2022 Q1	$387K	Sell	5,620 -12	-0.2%	-$826	0.04%	321
2021 Q4	$412K	Buy	5,632 +8	+0.1%	+$585	0.04%	320
2021 Q3	$393K	Sell	5,624 -166	-3%	-$11.6K	0.04%	312
2021 Q2	$409K	Buy	5,790 +1	+0%	+$71	0.04%	315
2021 Q1	$387K	Sell	5,789 -4,093	-41%	-$274K	0.05%	305
2020 Q4	$634K	Sell	9,882 -4,692	-32%	-$301K	0.08%	210
2020 Q3	$845K	Sell	14,574 -734	-5%	-$42.6K	0.13%	158
2020 Q2	$840K	Sell	15,308 -2,096	-12%	-$115K	0.14%	154
2020 Q1	$826K	Sell	17,404 -2,081	-11%	-$98.8K	0.16%	125
2019 Q4	$1.13M	Buy	19,485 +910	+5%	+$52.8K	0.18%	119
2019 Q3	$1.02M	Buy	18,575 +3,448	+23%	+$189K	0.18%	125
2019 Q2	$837K	Buy	15,127 +21	+0.1%	+$1.16K	0.15%	147
2019 Q1	$1.22M	Sell	15,106 -3,174	-17%	-$256K	0.15%	163
2018 Q4	$889K	Sell	18,280 -513,002	-97%	-$24.9M	0.19%	112
2018 Q3	$9.89M	Sell	531,282 -478,328	-47%	-$8.9M	0.12%	182
2018 Q2	$19M	Buy	1,009,610 +997,051	+7,939%	+$18.7M	0.21%	110
2018 Q1	$660K	Buy	12,559 +2,373	+23%	+$125K	0.13%	163
2017 Q4	$561K	Buy	10,186 +158	+2%	+$8.7K	0.11%	190
2017 Q3	$538K	Buy	10,028 +616	+7%	+$33K	0.11%	190
2017 Q2	$484K	Buy	9,412 +520	+6%	+$26.7K	0.11%	187
2017 Q1	$440K	Buy	+8,892	New	+$440K	0.11%	189