Cornerstone Wealth Management, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1674117 ST. PETERS, MO

Position in AOA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$458,555

-$3,037 QoQ

Shares Held

5,182

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$458,555	5,182	+0.5%	Shares	Sole	2026-04-24
2025-12-31	$461,592	5,154	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$458,768	5,205	+2.5%	Shares	Sole	2025-11-04
2025-06-30	$423,588	5,079	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$384,489	5,026	-6.4%	Shares	Sole	2025-04-18
2024-12-31	$411,395	5,370	0.0%	Shares	Sole	2025-01-21
2024-09-30	$423,746	5,370	0.0%	Shares	Sole	2024-10-16
2024-06-30	$401,568	5,370	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$393,231	5,353	-0.0%	Shares	Sole	2024-04-19
2023-12-31	$369,762	5,355	+0.4%	Shares	Sole	2024-01-10
2023-09-30	$338,528	5,332	0.0%	Shares	Sole	2023-11-07
2023-06-30	$353,724	5,332	+1.0%	Shares	Sole	2023-07-14
2023-03-31	$335,691	5,279	-6.1%	Shares	Sole	2023-05-15
2022-09-30	$311,850	5,624	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$336,641	5,621	+0.0%	Shares	Sole	2022-08-04
2022-03-31	$387,442	5,620	-0.2%	Shares	Sole	2022-04-21
2021-12-31	$410,122	5,632	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$392,611	5,624	-2.9%	Shares	Sole	2021-11-12
2021-06-30	$409,063	5,790	+0.0%	Shares	Sole	2021-08-09
2021-03-31	$387,457	5,789	-41.4%	Shares	Sole	2021-04-30
2020-12-31	$634,226	9,882	-32.2%	Shares	Sole	2021-01-29
2020-09-30	$845,292	14,574	-4.8%	Shares	Sole	2020-10-13
2020-06-30	$840,103	15,308	-12.0%	Shares	Sole	2020-07-16
2020-03-31	$825,993	17,404	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.