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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Cornerstone Planning Group's IAI Position: Q1 2026 in Review

Cornerstone Planning Group held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 76 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Cornerstone Planning Group first reported a position in IAI in Q4 2022 and has held it in 13 quarters since. The position peaked at $22.2K in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Cornerstone Planning Group held 76 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $13.5K as of Q1 2026.
  • Cornerstone Planning Group left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #814 holding.
  • Cornerstone Planning Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $22.2K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.