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
2025 Q2	$13.2K	Hold
2025 Q1	$10.2K	Sell
2024 Q4	$22.2K	Buy
2024 Q3	$15.4K	Hold
2024 Q2	$13.1K	Buy
2024 Q1	$12.5K	Sell
2023 Q4	$16.4K	Hold
2023 Q3	$13.7K	Hold
2023 Q2	$13.7K	Buy
2022 Q4	$14.9K	Buy