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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.83M	Sell	129,928 -4,912	-4%	-$289K	0.59%	56
2022 Q2	$7.37M	Buy	134,840 +9,440	+8%	+$567K	0.6%	57
2022 Q1	$8.7M	Sell	125,400 -1,104	-0.9%	-$75.4K	0.63%	56
2021 Q4	$9.66M	Sell	126,504 -428	-0.3%	-$31.7K	0.69%	54
2021 Q3	$8.7M	Buy	126,932 +4,928	+4%	+$349K	0.69%	55
2021 Q2	$8.28M	Buy	122,004 +5,444	+5%	+$351K	0.69%	56
2021 Q1	$7.08M	Sell	116,560 -3,404	-3%	-$207K	0.68%	53
2020 Q4	$7.23M	Sell	119,964 -1,904	-2%	-$108K	0.74%	50
2020 Q3	$6.61M	Sell	121,868 -3,576	-3%	-$188K	0.77%	49
2020 Q2	$6.02M	Sell	125,444 -13,096	-9%	-$577K	0.79%	44
2020 Q1	$5.22M	Sell	138,540 -2,392	-2%	-$103K	0.83%	42
2019 Q4	$6.2M	Buy	140,932 +3,176	+2%	+$133K	0.78%	44
2019 Q3	$5.5M	Sell	137,756 -668	-0.5%	-$26.8K	0.76%	43
2019 Q2	$5.45M	Buy	138,424 +752	+0.5%	+$29.1K	0.75%	43
2019 Q1	$5.33M	Sell	137,672 -1,600	-1%	-$57.5K	0.77%	43
2018 Q4	$4.56M	Buy	139,272 +960	+0.7%	+$33.8K	0.77%	41
2018 Q3	$5.39M	Buy	138,312 +5,288	+4%	+$200K	0.84%	42
2018 Q2	$4.78M	Sell	133,024 -1,536	-1%	-$54.2K	0.79%	44
2018 Q1	$4.58M	Buy	134,560 +2,996	+2%	+$105K	0.77%	42
2017 Q4	$4.43M	Sell	131,564 -2,460	-2%	-$80.6K	0.75%	42
2017 Q3	$4.19M	Buy	134,024 +2,340	+2%	+$71.6K	0.73%	43
2017 Q2	$3.92M	Sell	131,684 -1,720	-1%	-$50.5K	0.73%	43
2017 Q1	$3.79M	Buy	+133,404	New	+$3.7M	0.77%	42

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Doyle Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q3 2022, selling an estimated $289K and leaving 129,928 shares worth $6.83M. The position accounts for 0.59% of the portfolio, ranked #56.

Doyle Wealth Management first reported a position in IWF in Q1 2017 and has held it in 23 quarters since. The position peaked at $9.66M in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Doyle Wealth Management held 129,928 shares of iShares Russell 1000 Growth ETF worth $6.83M as of Q3 2022.
Doyle Wealth Management sold 4,912 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $289K.
iShares Russell 1000 Growth ETF made up 0.59% of Doyle Wealth Management's portfolio in Q3 2022, its #56 holding.
Doyle Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's iShares Russell 1000 Growth ETF position peaked at $9.66M in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

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