Cornerstone Planning Group
ETHA icon

Cornerstone Planning Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Cornerstone Planning Group’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215K Sell
3,847
-5
-0.1% -$245 0.03% 167
2026
Q2 		$168K Buy
3,852
+1,118
+41% +$52.1K 0.02% 188
2026
Q1 		$147K Buy
2,734
+924
+51% +$50.1K 0.02% 197
2025
Q4 		$124K Buy
1,810
+83
+5% +$6.51K 0.02% 189
2025
Q3 		$144K Buy
1,727
+152
+10% +$13.5K 0.02% 171
2025
Q2 		$128K Buy
1,575
+100
+7% +$4.99K 0.03% 119
2025
Q1 		$60K Buy
1,475
+350
+31% +$20.9K 0.01% 203
2024
Q4 		$80.3K Buy
+1,125
New +$78.6K 0.02% 128

Other funds holding ETHA

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management Corvallis, Oregon $203M AUM 20.13% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Ethereum Trust ETF (ETHA) stake by 0.13% in Q3 2026, selling an estimated $245 and leaving 3,847 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #167.

Cornerstone Planning Group first reported a position in ETHA in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • Cornerstone Planning Group held 3,847 shares of iShares Ethereum Trust ETF worth $215K as of Q3 2026.
  • Cornerstone Planning Group sold 5 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $245.
  • iShares Ethereum Trust ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q3 2026, its #167 holding.
  • Cornerstone Planning Group first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

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