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Doyle Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Doyle Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-630
Closed -$58K – 452
2019
Q2 		$58K Buy
+630
New +$56.6K 0.01% 336
2019
Q1 		– Sell
-628
Closed -$51K – 436
2018
Q4 		$51K Buy
+628
New +$55.9K 0.01% 350

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2019, closing a stake of 630 shares — an estimated $58K sold.

Doyle Wealth Management first reported a position in IJT in Q4 2018 and held it in 2 quarters. The position peaked at $58K in Q2 2019. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 630 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2019, an estimated $58K.
  • Doyle Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $58K in Q2 2019.
  • 467 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2019.

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