Cornerstone Planning Group
IBB icon

Cornerstone Planning Group’s iShares Biotechnology ETF IBB Stock Holding History

Cornerstone Planning Group’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-225
Closed -$42.1K – 867
2026
Q2 		$42.1K Buy
225
+19
+9% +$3.27K 0.01% 445
2026
Q1 		$34.9K Buy
206
+4
+2% +$684 ﹤0.01% 496
2025
Q4 		$35.2K Buy
+202
New +$32.8K 0.01% 431

Other funds holding IBB

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares Biotechnology ETF (IBB) in Q3 2026, closing a stake of 225 shares — an estimated $42.1K sold.

Cornerstone Planning Group first reported a position in IBB in Q4 2025 and held it in 3 quarters. The position peaked at $42.1K in Q2 2026. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Biotechnology ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 225 iShares Biotechnology ETF shares in Q3 2026, an estimated $42.1K.
  • Cornerstone Planning Group first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares Biotechnology ETF position peaked at $42.1K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

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