Destination Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-13,406	Closed	-$501K	–	122
2014 Q3	$501K	Buy	+13,406	New	+$502K	0.05%	80
2014 Q2	–	Sell	-9,366	Closed	-$333K	–	133
2014 Q1	$333K	Buy	+9,366	New	+$330K	0.04%	100

Other funds holding IUSG

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Destination Wealth Management's IUSG Position: Q4 2014 in Review

Destination Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2014, closing a stake of 13,406 shares — an estimated $501K sold.

Destination Wealth Management first reported a position in IUSG in Q1 2014 and held it in 2 quarters. The position peaked at $501K in Q3 2014. 81 funds tracked by Wall St. Rank hold IUSG as of Q4 2014.

Destination Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2014 after selling out during the quarter.
Destination Wealth Management sold 13,406 iShares Core S&P US Growth ETF shares in Q4 2014, an estimated $501K.
Destination Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2014 and held it in 2 quarters.
Destination Wealth Management's iShares Core S&P US Growth ETF position peaked at $501K in Q3 2014.
81 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2014.

Based on Destination Wealth Management's 13F filing for Q4 2014, filed 14 Jan 2015.