Cornerstone Planning Group
IYT icon

Cornerstone Planning Group’s iShares US Transportation ETF IYT Stock Holding History

Cornerstone Planning Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-403
Closed -$35.5K – 945
2026
Q2 		$35.5K Buy
403
+19
+5% +$1.56K ﹤0.01% 490
2026
Q1 		$30.3K Buy
+384
New +$29.9K ﹤0.01% 541

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

Cornerstone Planning Group sold out of iShares US Transportation ETF (IYT) in Q3 2026, closing a stake of 403 shares — an estimated $35.5K sold.

Cornerstone Planning Group first reported a position in IYT in Q1 2026 and held it in 2 quarters. The position peaked at $35.5K in Q2 2026. 46 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares US Transportation ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 403 iShares US Transportation ETF shares in Q3 2026, an estimated $35.5K.
  • Cornerstone Planning Group first reported a position in iShares US Transportation ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's iShares US Transportation ETF position peaked at $35.5K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

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