Destination Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,458	Closed	-$104K	–	318
2019 Q2	$104K	Buy	+1,458	New	+$101K	0.01%	180
2014 Q4	–	Sell	-14,708	Closed	-$650K	–	123
2014 Q3	$650K	Hold	14,708	–	–	0.07%	73
2014 Q2	$659K	Buy	14,708 +8,858	+151%	+$381K	0.07%	73
2014 Q1	$251K	Buy	+5,850	New	+$249K	0.03%	109

Other funds holding IWP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Destination Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2019, closing a stake of 1,458 shares — an estimated $104K sold.

Destination Wealth Management first reported a position in IWP in Q1 2014 and held it in 4 quarters. The position peaked at $659K in Q2 2014. 583 funds tracked by Wall St. Rank hold IWP as of Q3 2019.

Destination Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,458 iShares Russell Mid-Cap Growth ETF shares in Q3 2019, an estimated $104K.
Destination Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 4 quarters.
Destination Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $659K in Q2 2014.
583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2019.

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