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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$542K	Sell	6,222 -393	-6%	-$38.2K	0.05%	126
2022 Q2	$611K	Buy	6,615 +2,103	+47%	+$209K	0.05%	124
2022 Q1	$487K	Buy	4,512 +782	+21%	+$84.4K	0.04%	156
2021 Q4	$427K	Buy	3,730 +401	+12%	+$45.7K	0.03%	159
2021 Q3	$364K	Buy	3,329 +175	+6%	+$19.3K	0.03%	167
2021 Q2	$356K	Buy	3,154 +18	+0.6%	+$2.01K	0.03%	167
2021 Q1	$340K	Buy	3,136 +242	+8%	+$25.3K	0.03%	164
2020 Q4	$266K	Buy	2,894 +23	+0.8%	+$1.89K	0.03%	180
2020 Q3	$202K	Sell	2,871 -1,099	-28%	-$78.8K	0.02%	181
2020 Q2	$271K	Sell	3,970 -1,340	-25%	-$84.6K	0.04%	152
2020 Q1	$298K	Buy	5,310 +1,939	+58%	+$144K	0.05%	135
2019 Q4	$283K	Buy	+3,371	New	+$271K	0.04%	167
2019 Q3	–	Sell	-3,089	Closed	-$242K	–	450
2019 Q2	$242K	Buy	3,089 +3	+0.1%	+$233	0.03%	173
2019 Q1	$245K	Sell	3,086 -91	-3%	-$6.99K	0.04%	170
2018 Q4	$220K	Sell	3,177 -421	-12%	-$32.5K	0.04%	168
2018 Q3	$314K	Buy	3,598 +590	+20%	+$51.7K	0.05%	146
2018 Q2	$251K	Sell	3,008 -125	-4%	-$10.2K	0.04%	158
2018 Q1	$241K	Sell	3,133 -78	-2%	-$6.07K	0.04%	148
2017 Q4	$247K	Buy	3,211 +162	+5%	+$12.2K	0.04%	145
2017 Q3	$226K	Sell	3,049 -141	-4%	-$9.88K	0.04%	139
2017 Q2	$224K	Buy	+3,190	New	+$221K	0.04%	129

Other funds holding IJR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Doyle Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.9% in Q3 2022, selling an estimated $38.2K and leaving 6,222 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #126.

Doyle Wealth Management first reported a position in IJR in Q2 2017 and has held it in 21 quarters since. The position peaked at $611K in Q2 2022. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Doyle Wealth Management held 6,222 shares of iShares Core S&P Small-Cap ETF worth $542K as of Q3 2022.
Doyle Wealth Management sold 393 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $38.2K.
iShares Core S&P Small-Cap ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #126 holding.
Doyle Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 21 quarters since.
Doyle Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $611K in Q2 2022.
1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

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