Cornerstone Planning Group LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1822587
FAIRFIELD, NJ
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,174,439
+$87,718 QoQ
Shares Held
13,272
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,174,439 | 13,272 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,086,721 | 12,134 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,276,884 | 14,487 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,322,140 | 15,853 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,144,669 | 14,963 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,079,358 | 14,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,109,553 | 14,061 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,126,934 | 15,070 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,050,037 | 14,294 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $997,151 | 14,441 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $814,767 | 12,833 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $704,995 | 10,627 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $618,173 | 10,346 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||