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Doyle Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Doyle Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$482K Buy
2,920
+1
+0% +$182 0.04% 131
2022
Q2 		$494K Buy
2,919
+1
+0% +$184 0.04% 134
2022
Q1 		$599K Buy
2,918
+680
+30% +$139K 0.04% 140
2021
Q4 		$498K Buy
2,238
+165
+8% +$37.3K 0.04% 143
2021
Q3 		$453K Buy
2,073
+32
+2% +$7.09K 0.04% 147
2021
Q2 		$468K Buy
2,041
+35
+2% +$7.87K 0.04% 143
2021
Q1 		$443K Buy
2,006
+1
+0% +$218 0.04% 146
2020
Q4 		$393K Sell
2,005
-35
-2% -$6.13K 0.04% 150
2020
Q3 		$306K Buy
2,040
+1
+0% +$150 0.04% 149
2020
Q2 		$292K Sell
2,039
-1,490
-42% -$196K 0.04% 146
2020
Q1 		$404K Sell
3,529
-527
-13% -$78.6K 0.06% 117
2019
Q4 		$672K Sell
4,056
-630
-13% -$99.6K 0.08% 104
2019
Q3 		$709K Buy
4,686
+2
+0% +$305 0.1% 96
2019
Q2 		$728K Buy
4,684
+3
+0.1% +$462 0.1% 89
2019
Q1 		$733K Buy
4,681
+597
+15% +$89.7K 0.11% 88
2018
Q4 		$547K Buy
4,084
+85
+2% +$12.7K 0.09% 94
2018
Q3 		$674K Hold
3,999
– – 0.1% 89
2018
Q2 		$655K Buy
3,999
+2,102
+111% +$336K 0.11% 92
2018
Q1 		$288K Sell
1,897
-63
-3% -$9.73K 0.05% 134
2017
Q4 		$299K Buy
1,960
+25
+1% +$3.75K 0.05% 135
2017
Q3 		$287K Buy
1,935
+27
+1% +$3.8K 0.05% 122
2017
Q2 		$269K Sell
1,908
-559
-23% -$77.4K 0.05% 118
2017
Q1 		$339K Buy
+2,467
New +$337K 0.07% 103

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Doyle Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2022, buying an estimated $182 and bringing the position to 2,920 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #131.

Doyle Wealth Management first reported a position in IWM in Q1 2017 and has held it in 23 quarters since. The position peaked at $733K in Q1 2019. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Doyle Wealth Management held 2,920 shares of iShares Russell 2000 ETF worth $482K as of Q3 2022.
  • Doyle Wealth Management bought 1 iShares Russell 2000 ETF share in Q3 2022, an estimated $182.
  • iShares Russell 2000 ETF made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #131 holding.
  • Doyle Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's iShares Russell 2000 ETF position peaked at $733K in Q1 2019.
  • 1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

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