Doyle Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Doyle Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,200	Closed	-$43K	–	444
2019 Q2	$43K	Buy	+1,200	New	+$42.4K	0.01%	391
2019 Q1	–	Sell	-2,400	Closed	-$69K	–	429
2018 Q4	$69K	Buy	+2,400	New	+$74.2K	0.01%	305

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Doyle Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2019, closing a stake of 1,200 shares — an estimated $43K sold.

Doyle Wealth Management first reported a position in IGM in Q4 2018 and held it in 2 quarters. The position peaked at $69K in Q4 2018. 157 funds tracked by Wall St. Rank hold IGM as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,200 iShares Expanded Tech Sector ETF shares in Q3 2019, an estimated $43K.
Doyle Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Expanded Tech Sector ETF position peaked at $69K in Q4 2018.
157 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2019.

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