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

Doyle Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-69
Closed -$8K – 472
2019
Q2 		$8K Buy
+69
New +$8.33K ﹤0.01% 668
2019
Q1 		– Sell
-80
Closed -$9K – 452
2018
Q4 		$9K Buy
+80
New +$9.63K ﹤0.01% 641

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Doyle Wealth Management's IWN Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 69 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in IWN in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 69 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Russell 2000 Value ETF position peaked at $9K in Q4 2018.
  • 653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.