Cornerstone Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-39,507	Closed	-$3.33M	–	396
2020 Q1	$3.33M	Sell	39,507 -2,194	-5%	-$209K	0.64%	28
2019 Q4	$4.03M	Buy	41,701 +3,650	+10%	+$333K	0.65%	33
2019 Q3	$3.31M	Sell	38,051 -13,369	-26%	-$1.17M	0.58%	36
2019 Q2	$4.41M	Sell	51,420 -387	-0.7%	-$32.6K	0.79%	25
2019 Q1	$3.28M	Buy	51,807 +2,850	+6%	+$223K	0.4%	53
2018 Q4	$3.52M	Buy	+48,957	New	+$3.79M	0.75%	24
2018 Q1	$2.89M	Buy	40,245 +3,204	+9%	+$244K	0.55%	35
2017 Q4	$2.81M	Buy	37,041 +3,901	+12%	+$278K	0.53%	37
2017 Q3	$2.28M	Buy	33,140 +5,178	+19%	+$344K	0.47%	36
2017 Q2	$1.81M	Buy	27,962 +18,900	+209%	+$1.2M	0.41%	46
2017 Q1	$557K	Buy	+9,062	New	+$541K	0.14%	148

Other funds holding IWY

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 39,507 shares — an estimated $3.33M sold.

Cornerstone Wealth Management first reported a position in IWY in Q1 2017 and held it in 11 quarters. The position peaked at $4.41M in Q2 2019. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

Cornerstone Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 39,507 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $3.33M.
Cornerstone Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2017 and held it in 11 quarters.
Cornerstone Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $4.41M in Q2 2019.
164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

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