Cornerstone Planning Group
CORO icon

Cornerstone Planning Group’s iShares International Country Rotation Active ETF CORO Stock Holding History

Cornerstone Planning Group’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.4M Buy
121,569
+62,261
+105% +$2.27M 0.54% 27
2026
Q2 		$2.13M Buy
59,308
+59,298
+592,980% +$2.1M 0.27% 49
2026
Q1 		$350 Buy
+10
New +$329 ﹤0.01% 1720

Other funds holding CORO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Cornerstone Planning Group's CORO Position: Q3 2026 in Review

Cornerstone Planning Group increased its iShares International Country Rotation Active ETF (CORO) stake by 105% in Q3 2026, buying an estimated $2.27M and bringing the position to 121,569 shares worth $4.4M. The position accounts for 0.54% of the portfolio, ranked #27.

Cornerstone Planning Group first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Cornerstone Planning Group held 121,569 shares of iShares International Country Rotation Active ETF worth $4.4M as of Q3 2026.
  • Cornerstone Planning Group bought 62,261 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $2.27M.
  • iShares International Country Rotation Active ETF made up 0.54% of Cornerstone Planning Group's portfolio in Q3 2026, its #27 holding.
  • Cornerstone Planning Group first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.