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	Sell	12,408 -499,424	-98%	-$24.3M	0.12%	172
2018 Q3	$775K	Sell	511,832 -183,908	-26%	-$9.37M	0.01%	779
2018 Q2	$896K	Buy	+695,740	New	+$32.8M	0.01%	810

Other funds holding IYC

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

BDS

Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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 Q2 2018 and held it in 4 quarters. The position peaked at $896K in Q2 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 Q2 2018 and held it in 4 quarters.
Cornerstone Wealth Management's iShares US Consumer Discretionary ETF position peaked at $896K in Q2 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.