Cornerstone Planning Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cornerstone Planning Group’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4K	Hold	76	–	–	﹤0.01%	781
2026 Q1	$13.5K	Hold	76	–	–	﹤0.01%	814
2025 Q4	$14.1K	Hold	76	–	–	﹤0.01%	694
2025 Q3	$13.2K	Hold	76	–	–	﹤0.01%	696
2025 Q2	$13.2K	Hold	76	–	–	﹤0.01%	494
2025 Q1	$10.2K	Sell	76 -68	-47%	-$10.1K	﹤0.01%	563
2024 Q4	$22.2K	Buy	144 +31	+27%	+$4.42K	0.01%	294
2024 Q3	$15.4K	Hold	113	–	–	﹤0.01%	345
2024 Q2	$13.1K	Buy	113 +4	+4%	+$461	﹤0.01%	384
2024 Q1	$12.5K	Sell	109 -42	-28%	-$4.57K	﹤0.01%	368
2023 Q4	$16.4K	Hold	151	–	–	0.01%	346
2023 Q3	$13.7K	Hold	151	–	–	0.01%	360
2023 Q2	$13.7K	Buy	+151	New	+$13.5K	0.01%	540
2022 Q4	$14.9K	Buy	+151	New	+$14.5K	0.01%	518

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Planning Group's IAI Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q2 2026 at 76 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Cornerstone Planning Group first reported a position in IAI in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.2K in Q4 2024. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Cornerstone Planning Group held 76 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $14.4K as of Q2 2026.
Cornerstone Planning Group left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #781 holding.
Cornerstone Planning Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $22.2K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.