Kanaly Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kanaly Trust’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 Q3	–	Sell	-690	Closed	-$26K	–	822
2014 Q2	$26K	Hold	690	–	–	﹤0.01%	375
2014 Q1	$25K	Hold	690	–	–	﹤0.01%	369
2013 Q4	$24K	Buy	+690	New	+$23.2K	﹤0.01%	359

Other funds holding IUSG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AIG

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

CFSG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kanaly Trust's IUSG Position: Q3 2014 in Review

Kanaly Trust sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2014, closing a stake of 690 shares — an estimated $26K sold.

Kanaly Trust first reported a position in IUSG in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q2 2014. 63 funds tracked by Wall St. Rank hold IUSG as of Q3 2014.

Kanaly Trust reported no remaining iShares Core S&P US Growth ETF position as of Q3 2014 after selling out during the quarter.
Kanaly Trust sold 690 iShares Core S&P US Growth ETF shares in Q3 2014, an estimated $26K.
Kanaly Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2013 and held it in 3 quarters.
Kanaly Trust's iShares Core S&P US Growth ETF position peaked at $26K in Q2 2014.
63 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2014.

Based on Kanaly Trust's 13F filing for Q3 2014, filed 29 Oct 2014.