Cornerstone Wealth Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cornerstone Wealth Group’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-72,283	Closed	-$7.58M	–	397
2025 Q3	$7.58M	Buy	+72,283	New	+$7.41M	0.51%	52

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Wealth Group's IYC Position: Q4 2025 in Review

Cornerstone Wealth Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 72,283 shares — an estimated $7.58M sold.

Cornerstone Wealth Group first reported a position in IYC in Q3 2025 and held it in 1 quarter. The position peaked at $7.58M in Q3 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Cornerstone Wealth Group reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Group sold 72,283 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $7.58M.
Cornerstone Wealth Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
Cornerstone Wealth Group's iShares US Consumer Discretionary ETF position peaked at $7.58M in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Cornerstone Wealth Group's 13F filing for Q4 2025, filed 26 Jan 2026.