Cornerstone Planning Group
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Cornerstone Planning Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cornerstone Planning Group’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$259K Buy
3,765
+240
+7% +$18.7K 0.03% 145
2026
Q2 		$272K Sell
3,525
-267
-7% -$20.3K 0.03% 145
2026
Q1 		$272K Sell
3,792
-9,609
-72% -$749K 0.04% 137
2025
Q4 		$1.04M Buy
13,401
+870
+7% +$60.7K 0.16% 58
2025
Q3 		$899K Buy
+12,531
New +$823K 0.14% 64

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.8% in Q3 2026, buying an estimated $18.7K and bringing the position to 3,765 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #145.

Cornerstone Planning Group first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Cornerstone Planning Group held 3,765 shares of iShares US Aerospace & Defense ETF worth $259K as of Q3 2026.
  • Cornerstone Planning Group bought 240 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $18.7K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q3 2026, its #145 holding.
  • Cornerstone Planning Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's iShares US Aerospace & Defense ETF position peaked at $1.04M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

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