Doyle Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-448	Closed	-$18K	–	453
2019 Q2	$18K	Buy	+448	New	+$18.3K	﹤0.01%	528
2019 Q1	–	Sell	-448	Closed	-$16K	–	437
2018 Q4	$16K	Buy	+448	New	+$17.5K	﹤0.01%	545

Other funds holding ILCB

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Doyle Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2019, closing a stake of 448 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in ILCB in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 109 funds tracked by Wall St. Rank hold ILCB as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 448 iShares Morningstar US Equity ETF shares in Q3 2019, an estimated $18K.
Doyle Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Morningstar US Equity ETF position peaked at $18K in Q2 2019.
109 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2019.

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