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Doyle Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Doyle Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-60
Closed -$3K – 465
2019
Q2 		$3K Buy
+60
New +$3.34K ﹤0.01% 771
2019
Q1 		– Sell
-237
Closed -$12K – 447
2018
Q4 		$12K Buy
+237
New +$12.6K ﹤0.01% 594

Other funds holding IUSV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2019, closing a stake of 60 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in IUSV in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 266 funds tracked by Wall St. Rank hold IUSV as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 60 iShares Core S&P US Value ETF shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Core S&P US Value ETF position peaked at $12K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2019.

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