Doyle Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$11.6M	Buy	32,403 +3,648	+13%	+$1.46M	1%	42
2022 Q2	$10.9M	Buy	28,755 +14,685	+104%	+$6.04M	0.88%	45
2022 Q1	$6.38M	Buy	14,070 +9,765	+227%	+$4.37M	0.46%	61
2021 Q4	$2.05M	Buy	4,305 +616	+17%	+$284K	0.15%	83
2021 Q3	$1.59M	Buy	3,689 +1	+0%	+$443	0.13%	85
2021 Q2	$1.58M	Sell	3,688 -44	-1%	-$18.4K	0.13%	88
2021 Q1	$1.49M	Buy	3,732 +368	+11%	+$142K	0.14%	87
2020 Q4	$1.26M	Buy	3,364 +67	+2%	+$23.8K	0.13%	89
2020 Q3	$1.11M	Sell	3,297 -67	-2%	-$22.3K	0.13%	87
2020 Q2	$1.04M	Sell	3,364 -1,003	-23%	-$294K	0.14%	78
2020 Q1	$1.13M	Buy	4,367 +340	+8%	+$104K	0.18%	63
2019 Q4	$1.3M	Buy	4,027 +517	+15%	+$160K	0.16%	73
2019 Q3	$1.05M	Sell	3,510 -444	-11%	-$132K	0.14%	78
2019 Q2	$1.17M	Buy	3,954 +10	+0.3%	+$2.9K	0.16%	73
2019 Q1	$1.14M	Buy	3,944 +346	+10%	+$94.6K	0.17%	73
2018 Q4	$905K	Sell	3,598 -399	-10%	-$108K	0.15%	71
2018 Q3	$1.17M	Sell	3,997 -35	-0.9%	-$10K	0.18%	66
2018 Q2	$1.1M	Buy	4,032 +1,399	+53%	+$381K	0.18%	67
2018 Q1	$699K	Buy	2,633 +11	+0.4%	+$3.02K	0.12%	79
2017 Q4	$705K	Sell	2,622 -83	-3%	-$21.7K	0.12%	78
2017 Q3	$684K	Sell	2,705 -8	-0.3%	-$1.99K	0.12%	73
2017 Q2	$660K	Buy	2,713 +687	+34%	+$166K	0.12%	71
2017 Q1	$481K	Buy	+2,026	New	+$474K	0.1%	83

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Doyle Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q3 2022, buying an estimated $1.46M and bringing the position to 32,403 shares worth $11.6M. The position accounts for 1% of the portfolio, ranked #42.

Doyle Wealth Management first reported a position in IVV in Q1 2017 and has held it in 23 quarters since. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Doyle Wealth Management held 32,403 shares of iShares Core S&P 500 ETF worth $11.6M as of Q3 2022.
Doyle Wealth Management bought 3,648 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $1.46M.
iShares Core S&P 500 ETF made up 1% of Doyle Wealth Management's portfolio in Q3 2022, its #42 holding.
Doyle Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 23 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

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