DWM
IUSG icon

Doyle Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Doyle Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-403
Closed -$25K – 466
2019
Q2 		$25K Buy
+403
New +$24.8K ﹤0.01% 474
2019
Q1 		– Sell
-403
Closed -$21K – 448
2018
Q4 		$21K Buy
+403
New +$22.8K ﹤0.01% 500

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2019, closing a stake of 403 shares — an estimated $25K sold.

Doyle Wealth Management first reported a position in IUSG in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 403 iShares Core S&P US Growth ETF shares in Q3 2019, an estimated $25K.
  • Doyle Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Core S&P US Growth ETF position peaked at $25K in Q2 2019.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

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