Cornerstone Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cornerstone Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,740	Closed	-$273K	–	394
2020 Q1	$273K	Sell	7,740 -1,128	-13%	-$45.2K	0.05%	276
2019 Q4	$358K	Buy	8,868 +6	+0.1%	+$229	0.06%	246
2019 Q3	$320K	Sell	8,862 -462	-5%	-$16.9K	0.06%	257
2019 Q2	$335K	Buy	9,324 +6	+0.1%	+$212	0.06%	260
2019 Q1	$395K	Buy	9,318 +234	+3%	+$7.51K	0.05%	311
2018 Q4	$261K	Buy	+9,084	New	+$281K	0.06%	277

Other funds holding IGM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

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

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

Cornerstone Wealth Management's IGM Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2020, closing a stake of 7,740 shares — an estimated $273K sold.

Cornerstone Wealth Management first reported a position in IGM in Q4 2018 and held it in 6 quarters. The position peaked at $395K in Q1 2019. 196 funds tracked by Wall St. Rank hold IGM as of Q2 2020.

Cornerstone Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 7,740 iShares Expanded Tech Sector ETF shares in Q2 2020, an estimated $273K.
Cornerstone Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 6 quarters.
Cornerstone Wealth Management's iShares Expanded Tech Sector ETF position peaked at $395K in Q1 2019.
196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.