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Doyle Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Doyle Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$3K – 436
2019
Q2 		$3K Buy
+100
New +$3.1K ﹤0.01% 770
2019
Q1 		– Sell
-100
Closed -$3K – 421
2018
Q4 		$3K Buy
+100
New +$3.07K ﹤0.01% 767

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Doyle Wealth Management's IDV Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in IDV in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 377 funds tracked by Wall St. Rank hold IDV as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 iShares International Select Dividend ETF shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares International Select Dividend ETF position peaked at $3K in Q2 2019.
  • 377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.