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Doyle Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Doyle Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$872K Sell
4,419
-598
-12% -$131K 0.07% 102
2022
Q2 		$1.04M Buy
5,017
+608
+14% +$137K 0.08% 104
2022
Q1 		$1.1M Sell
4,409
-116
-3% -$28.6K 0.08% 111
2021
Q4 		$1.2M Sell
4,525
-447
-9% -$115K 0.09% 102
2021
Q3 		$1.2M Sell
4,972
-314
-6% -$78.1K 0.1% 99
2021
Q2 		$1.28M Sell
5,286
-790
-13% -$186K 0.11% 97
2021
Q1 		$1.36M Sell
6,076
-45
-0.7% -$9.85K 0.13% 89
2020
Q4 		$1.3M Sell
6,121
-312
-5% -$62.3K 0.13% 87
2020
Q3 		$1.2M Sell
6,433
-477
-7% -$88.1K 0.14% 81
2020
Q2 		$1.19M Sell
6,910
-264
-4% -$42.7K 0.16% 73
2020
Q1 		$1.01M Sell
7,174
-311
-4% -$52.6K 0.16% 69
2019
Q4 		$1.34M Buy
7,485
+74
+1% +$12.6K 0.17% 70
2019
Q3 		$1.22M Sell
7,411
-161
-2% -$26.4K 0.17% 73
2019
Q2 		$1.23M Sell
7,572
-451
-6% -$72.2K 0.17% 69
2019
Q1 		$1.29M Sell
8,023
-611
-7% -$92.4K 0.19% 64
2018
Q4 		$1.2M Sell
8,634
-16
-0.2% -$2.39K 0.2% 58
2018
Q3 		$1.4M Sell
8,650
-180
-2% -$28.6K 0.22% 59
2018
Q2 		$1.34M Sell
8,830
-45
-0.5% -$6.78K 0.22% 59
2018
Q1 		$1.3M Sell
8,875
-274
-3% -$41.6K 0.22% 59
2017
Q4 		$1.36M Sell
9,149
-9
-0.1% -$1.3K 0.23% 57
2017
Q3 		$1.28M Sell
9,158
-61
-0.7% -$8.37K 0.22% 57
2017
Q2 		$1.25M Sell
9,219
-88
-0.9% -$11.7K 0.23% 57
2017
Q1 		$1.22M Buy
+9,307
New +$1.21M 0.25% 58

Other funds holding IWB

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Doyle Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q3 2022, selling an estimated $131K and leaving 4,419 shares worth $872K. The position accounts for 0.07% of the portfolio, ranked #102.

Doyle Wealth Management first reported a position in IWB in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.4M in Q3 2018. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Doyle Wealth Management held 4,419 shares of iShares Russell 1000 ETF worth $872K as of Q3 2022.
  • Doyle Wealth Management sold 598 iShares Russell 1000 ETF shares in Q3 2022, an estimated $131K.
  • iShares Russell 1000 ETF made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #102 holding.
  • Doyle Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's iShares Russell 1000 ETF position peaked at $1.4M in Q3 2018.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

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