Doyle Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$601K	Buy	7,559 +241	+3%	+$21.3K	0.05%	122
2022 Q2	$613K	Buy	7,318 +576	+9%	+$52.5K	0.05%	123
2022 Q1	$681K	Buy	6,742 +278	+4%	+$27.7K	0.05%	138
2021 Q4	$691K	Buy	6,464 +35	+0.5%	+$3.66K	0.05%	128
2021 Q3	$632K	Buy	6,429 +1,769	+38%	+$179K	0.05%	128
2021 Q2	$460K	Buy	4,660 +319	+7%	+$30.7K	0.04%	147
2021 Q1	$398K	Sell	4,341 -9	-0.2%	-$807	0.04%	156
2020 Q4	$375K	Buy	4,350 +7	+0.2%	+$567	0.04%	155
2020 Q3	$328K	Sell	4,343 -148	-3%	-$11K	0.04%	145
2020 Q2	$312K	Sell	4,491 -1,198	-21%	-$78.3K	0.04%	138
2020 Q1	$325K	Buy	5,689 +544	+11%	+$37.3K	0.05%	129
2019 Q4	$374K	Sell	5,145 -2,905	-36%	-$202K	0.05%	144
2019 Q3	$540K	Buy	8,050 +1,235	+18%	+$82.7K	0.07%	112
2019 Q2	$454K	Sell	6,815 -224	-3%	-$14.7K	0.06%	117
2019 Q1	$462K	Buy	7,039 +5,886	+510%	+$365K	0.07%	113
2018 Q4	$65K	Buy	+1,153	New	+$70.8K	0.01%	310

Other funds holding ITOT

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Doyle Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q3 2022, buying an estimated $21.3K and bringing the position to 7,559 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #122.

Doyle Wealth Management first reported a position in ITOT in Q4 2018 and has held it in 16 quarters since. The position peaked at $691K in Q4 2021. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Doyle Wealth Management held 7,559 shares of iShares Core S&P Total US Stock Market ETF worth $601K as of Q3 2022.
Doyle Wealth Management bought 241 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $21.3K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #122 holding.
Doyle Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $691K in Q4 2021.
978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

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