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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.02M	Sell	7,527 -248	-3%	-$37.3K	0.09%	100
2022 Q2	$1.13M	Buy	7,775 +19	+0.2%	+$2.97K	0.09%	101
2022 Q1	$1.29M	Buy	7,756 +25	+0.3%	+$4.11K	0.09%	103
2021 Q4	$1.3M	Buy	7,731 +164	+2%	+$26.9K	0.09%	100
2021 Q3	$1.18M	Buy	7,567 +23	+0.3%	+$3.69K	0.09%	100
2021 Q2	$1.2M	Sell	7,544 -12	-0.2%	-$1.9K	0.1%	100
2021 Q1	$1.15M	Buy	7,556 +185	+3%	+$26.8K	0.11%	100
2020 Q4	$1.01M	Sell	7,371 -54	-0.7%	-$6.93K	0.1%	101
2020 Q3	$877K	Sell	7,425 -512	-6%	-$60.7K	0.1%	97
2020 Q2	$894K	Sell	7,937 -1,628	-17%	-$179K	0.12%	87
2020 Q1	$949K	Buy	9,565 +29	+0.3%	+$3.61K	0.15%	71
2019 Q4	$1.3M	Buy	9,536 +263	+3%	+$34.7K	0.16%	74
2019 Q3	$1.19M	Sell	9,273 -527	-5%	-$67K	0.16%	74
2019 Q2	$1.25M	Buy	9,800 +34	+0.3%	+$4.25K	0.17%	68
2019 Q1	$1.22M	Sell	9,766 -101	-1%	-$12.1K	0.18%	67
2018 Q4	$1.1M	Buy	9,867 +958	+11%	+$115K	0.19%	63
2018 Q3	$1.13M	Buy	8,909 +1,501	+20%	+$189K	0.18%	67
2018 Q2	$899K	Buy	7,408 +346	+5%	+$42.1K	0.15%	75
2018 Q1	$847K	Buy	7,062 +788	+13%	+$98.3K	0.14%	73
2017 Q4	$780K	Buy	6,274 +1,199	+24%	+$145K	0.13%	75
2017 Q3	$601K	Buy	5,075 +296	+6%	+$34.5K	0.11%	80
2017 Q2	$556K	Sell	4,779 -543	-10%	-$62.5K	0.1%	82
2017 Q1	$612K	Buy	+5,322	New	+$610K	0.12%	73

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Doyle Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q3 2022, selling an estimated $37.3K and leaving 7,527 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #100.

Doyle Wealth Management first reported a position in IWD in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2019. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Doyle Wealth Management held 7,527 shares of iShares Russell 1000 Value ETF worth $1.02M as of Q3 2022.
Doyle Wealth Management sold 248 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $37.3K.
iShares Russell 1000 Value ETF made up 0.09% of Doyle Wealth Management's portfolio in Q3 2022, its #100 holding.
Doyle Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.3M in Q4 2019.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

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