Doyle Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$249K	Buy	4,303 +1	+0%	+$65	0.02%	181
2022 Q2	$260K	Buy	4,302 +764	+22%	+$50.6K	0.02%	186
2022 Q1	$270K	Buy	3,538 +263	+8%	+$19.8K	0.02%	207
2021 Q4	$274K	Buy	+3,275	New	+$264K	0.02%	194
2019 Q3	–	Sell	-2,972	Closed	-$133K	–	469
2019 Q2	$133K	Buy	+2,972	New	+$131K	0.02%	238
2019 Q1	–	Sell	-2,424	Closed	-$91K	–	450
2018 Q4	$91K	Buy	+2,424	New	+$98.1K	0.02%	269

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Doyle Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q3 2022, buying an estimated $65 and bringing the position to 4,303 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #181.

Doyle Wealth Management first reported a position in IVW in Q4 2018 and has held it in 6 quarters since. The position peaked at $274K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Doyle Wealth Management held 4,303 shares of iShares S&P 500 Growth ETF worth $249K as of Q3 2022.
Doyle Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q3 2022, an estimated $65.
iShares S&P 500 Growth ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #181 holding.
Doyle Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 6 quarters since.
Doyle Wealth Management's iShares S&P 500 Growth ETF position peaked at $274K in Q4 2021.
1,194 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

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