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 Q3	–	Sell	-76	Closed	-$14.4K	–	866
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

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026, closing a stake of 76 shares — an estimated $14.4K sold.

Cornerstone Planning Group first reported a position in IAI in Q4 2022 and held it in 14 quarters. The position peaked at $22.2K in Q4 2024. 41 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 76 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2026, an estimated $14.4K.
Cornerstone Planning Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $22.2K in Q4 2024.
41 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

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