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

Cornerstone Wealth Management’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
2019
Q2 		– Sell
-2,312
Closed -$390K – 436
2019
Q1 		$390K Sell
2,312
-10,096
-81% -$497K 0.05% 315
2018
Q4 		$571K Buy
+12,408
New +$603K 0.12% 172

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $170M AUM 26.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2019, closing a stake of 2,312 shares — an estimated $390K sold.

Cornerstone Wealth Management first reported a position in IYC in Q4 2018 and held it in 2 quarters. The position peaked at $571K in Q4 2018. 175 funds tracked by Wall St. Rank hold IYC as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,312 iShares US Consumer Discretionary ETF shares in Q2 2019, an estimated $390K.
  • Cornerstone Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares US Consumer Discretionary ETF position peaked at $571K in Q4 2018.
  • 175 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2019.

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