Wilmington Trust National Association’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wilmington Trust National Association’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 Q2	$205K	Buy	+5,520	New	+$198K	0.01%	583
2014 Q1	–	Sell	-6,004	Closed	-$212K	–	596
2013 Q4	$212K	Buy	+6,004	New	+$202K	0.01%	526

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

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

Wilmington Trust National Association's IUSG Position: Q2 2014 in Review

Wilmington Trust National Association opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2014: 5,520 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Wilmington Trust National Association previously reported a position in IUSG as recently as Q4 2013.

Wilmington Trust National Association first reported a position in IUSG in Q4 2013 and has held it in 2 quarters since. The position peaked at $212K in Q4 2013. 65 funds tracked by Wall St. Rank hold IUSG as of Q2 2014.

Wilmington Trust National Association held 5,520 shares of iShares Core S&P US Growth ETF worth $205K as of Q2 2014.
iShares Core S&P US Growth ETF was a new Wilmington Trust National Association position in Q2 2014.
iShares Core S&P US Growth ETF made up 0.01% of Wilmington Trust National Association's portfolio in Q2 2014, its #583 holding.
Wilmington Trust National Association first reported a position in iShares Core S&P US Growth ETF in Q4 2013 and has held it in 2 quarters since.
Wilmington Trust National Association's iShares Core S&P US Growth ETF position peaked at $212K in Q4 2013.
65 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.