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iShares S&P Conservative Allocatn Fd ETF shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 1.2k 37.97
2024-03-31 $41k 1.1k 36.23
2023-12-31 $34k 929 36.14
2023-09-30 $33k 977 33.97
2023-06-30 $11k 311 35.19
2022-12-31 $9.7k 278 34.94

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
BlackRock
Lido Advisors
GeoWealth Management
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Wells Fargo & Company
Trilogy Capital
Cambridge Investment Research Advisors
Goldman Sachs Group

View all funds holding iShares S&P Conservative Allocatn Fd ETF