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Cornerstone Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cornerstone Wealth Management’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,355
Closed -$401K – 425
2019
Q1 		$401K Buy
+3,355
New +$117K 0.05% 307
2018
Q4 		– Sell
-484,825
Closed -$669K – 719
2018
Q3 		$669K Sell
484,825
-89,420
-16% -$3.4M 0.01% 823
2018
Q2 		$650K Buy
+574,245
New +$19.5M 0.01% 918

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Cornerstone Wealth Management's IHF Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2019, closing a stake of 3,355 shares — an estimated $401K sold.

Cornerstone Wealth Management first reported a position in IHF in Q2 2018 and held it in 3 quarters. The position peaked at $669K in Q3 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,355 iShares US Healthcare Providers ETF shares in Q2 2019, an estimated $401K.
  • Cornerstone Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares US Healthcare Providers ETF position peaked at $669K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.