Cornerstone Planning Group’s iShares Defense Industrials Active ETF IDEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	69,238 +13,733	+25%	+$454K	0.27%	48
2026 Q1	$1.84M	Buy	+55,505	New	+$1.93M	0.25%	53

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Defense Industrials Active ETF (IDEF) stake by 25% in Q2 2026, buying an estimated $454K and bringing the position to 69,238 shares worth $2.18M. The position accounts for 0.27% of the portfolio, ranked #48.

Cornerstone Planning Group first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Cornerstone Planning Group held 69,238 shares of iShares Defense Industrials Active ETF worth $2.18M as of Q2 2026.
Cornerstone Planning Group bought 13,733 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $454K.
iShares Defense Industrials Active ETF made up 0.27% of Cornerstone Planning Group's portfolio in Q2 2026, its #48 holding.
Cornerstone Planning Group first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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