Doyle Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$554K	Sell	12,635 -280	-2%	-$13.5K	0.05%	124
2022 Q2	$584K	Buy	12,915 +6,280	+95%	+$310K	0.05%	127
2022 Q1	$356K	Buy	6,635 +45	+0.7%	+$2.4K	0.03%	181
2021 Q4	$373K	Buy	6,590 +625	+10%	+$34.8K	0.03%	166
2021 Q3	$314K	Buy	5,965 +55	+0.9%	+$2.96K	0.03%	180
2021 Q2	$318K	Buy	5,910 +25	+0.4%	+$1.35K	0.03%	176
2021 Q1	$306K	Sell	5,885 -10	-0.2%	-$499	0.03%	173
2020 Q4	$271K	Sell	5,895 -80	-1%	-$3.37K	0.03%	177
2020 Q3	$221K	Buy	5,975 +10	+0.2%	+$374	0.03%	172
2020 Q2	$212K	Sell	5,965 -7,520	-56%	-$250K	0.03%	169
2020 Q1	$388K	Sell	13,485 -265	-2%	-$9.85K	0.06%	119
2019 Q4	$566K	Buy	13,750 +55	+0.4%	+$2.18K	0.07%	115
2019 Q3	$529K	Buy	13,695 +10	+0.1%	+$384	0.07%	115
2019 Q2	$532K	Sell	13,685 -130	-0.9%	-$4.98K	0.07%	110
2019 Q1	$534K	Buy	13,815 +5	+0%	+$185	0.08%	107
2018 Q4	$459K	Sell	13,810 -375	-3%	-$13.7K	0.08%	106
2018 Q3	$571K	Buy	14,185 +1,010	+8%	+$40.6K	0.09%	102
2018 Q2	$513K	Buy	13,175 +6,240	+90%	+$241K	0.08%	104
2018 Q1	$260K	Sell	6,935 -1,115	-14%	-$42.7K	0.04%	141
2017 Q4	$305K	Buy	8,050 +285	+4%	+$10.5K	0.05%	132
2017 Q3	$278K	Buy	7,765 +1,405	+22%	+$48.9K	0.05%	124
2017 Q2	$221K	Sell	6,360 -2,775	-30%	-$95.8K	0.04%	131
2017 Q1	$313K	Buy	+9,135	New	+$311K	0.06%	105

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's IJH Position: Q3 2022 in Review

Doyle Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q3 2022, selling an estimated $13.5K and leaving 12,635 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #124.

Doyle Wealth Management first reported a position in IJH in Q1 2017 and has held it in 23 quarters since. The position peaked at $584K in Q2 2022. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Doyle Wealth Management held 12,635 shares of iShares Core S&P Mid-Cap ETF worth $554K as of Q3 2022.
Doyle Wealth Management sold 280 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $13.5K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #124 holding.
Doyle Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $584K in Q2 2022.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.