Cornerstone Planning Group’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-94	Closed	-$4.96K	–	1871
2025 Q4	$4.96K	Buy	94 +1	+1%	+$47	﹤0.01%	988
2025 Q3	$4.31K	Sell	93 -38	-29%	-$1.77K	﹤0.01%	992
2025 Q2	$5.97K	Sell	131 -814	-86%	-$36K	﹤0.01%	682
2025 Q1	$40.6K	Buy	945 +816	+633%	+$38.9K	0.01%	273
2024 Q4	$6.19K	Hold	129	–	–	﹤0.01%	535
2024 Q3	$5.94K	Sell	129 -498	-79%	-$23.5K	﹤0.01%	532
2024 Q2	$28.5K	Sell	627 -90	-13%	-$4.39K	0.01%	272
2024 Q1	$34.7K	Sell	717 -41	-5%	-$1.84K	0.01%	215
2023 Q4	$33.4K	Sell	758 -427	-36%	-$19.2K	0.01%	240
2023 Q3	$56.2K	Hold	1,185	–	–	0.02%	168
2023 Q2	$50.8K	Buy	+1,185	New	+$50.8K	0.02%	240
2022 Q4	$72.3K	Buy	+1,528	New	+$71.4K	0.03%	207

Other funds holding IYE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Cornerstone Planning Group's IYE Position: Q1 2026 in Review

Cornerstone Planning Group sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 94 shares — an estimated $4.96K sold.

Cornerstone Planning Group first reported a position in IYE in Q4 2022 and held it in 12 quarters. The position peaked at $72.3K in Q4 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Cornerstone Planning Group reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 94 iShares US Energy ETF shares in Q1 2026, an estimated $4.96K.
Cornerstone Planning Group first reported a position in iShares US Energy ETF in Q4 2022 and held it in 12 quarters.
Cornerstone Planning Group's iShares US Energy ETF position peaked at $72.3K in Q4 2022.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.