Destination Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-180	Closed	-$8K	–	316
2019 Q2	$8K	Hold	180	–	–	﹤0.01%	453
2019 Q1	$8K	Hold	180	–	–	﹤0.01%	509
2018 Q4	$7K	Sell	180 -376	-68%	-$15.2K	﹤0.01%	431
2018 Q3	$25K	Buy	556 +180	+48%	+$7.74K	﹤0.01%	377
2018 Q2	$15K	Buy	376 +204	+119%	+$8.19K	﹤0.01%	361
2018 Q1	$5K	Buy	+172	New	+$6.86K	﹤0.01%	449
2015 Q3	–	Sell	-8,976	Closed	-$256K	–	167
2015 Q2	$256K	Buy	+8,976	New	+$260K	0.02%	212

Other funds holding IVW

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Destination Wealth Management's IVW Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2019, closing a stake of 180 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in IVW in Q2 2015 and held it in 7 quarters. The position peaked at $256K in Q2 2015. 867 funds tracked by Wall St. Rank hold IVW as of Q3 2019.

Destination Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 180 iShares S&P 500 Growth ETF shares in Q3 2019, an estimated $8K.
Destination Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and held it in 7 quarters.
Destination Wealth Management's iShares S&P 500 Growth ETF position peaked at $256K in Q2 2015.
867 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.