Destination Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Destination Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,074	Closed	-$212K	–	155
2020 Q1	$212K	Buy	+3,074	New	+$271K	0.01%	157
2019 Q2	–	Sell	-192	Closed	-$17K	–	646
2019 Q1	$17K	Hold	192	–	–	﹤0.01%	401
2018 Q4	$15K	Hold	192	–	–	﹤0.01%	376
2018 Q3	$19K	Buy	+192	New	+$19.3K	﹤0.01%	407

Other funds holding IJT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Destination Wealth Management's IJT Position: Q2 2020 in Review

Destination Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2020, closing a stake of 3,074 shares — an estimated $212K sold.

Destination Wealth Management first reported a position in IJT in Q3 2018 and held it in 4 quarters. The position peaked at $212K in Q1 2020. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Destination Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2020 after selling out during the quarter.
Destination Wealth Management sold 3,074 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $212K.
Destination Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 4 quarters.
Destination Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $212K in Q1 2020.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Destination Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.