Doyle Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$322K	Buy	5,182 +8	+0.2%	+$550	0.03%	157
2022 Q2	$335K	Buy	+5,174	New	+$368K	0.03%	162
2019 Q3	–	Sell	-1,438	Closed	-$80K	–	475
2019 Q2	$80K	Buy	+1,438	New	+$78.9K	0.01%	290
2019 Q1	–	Sell	-1,430	Closed	-$66K	–	455
2018 Q4	$66K	Buy	+1,430	New	+$72.1K	0.01%	308

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Doyle Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.15% in Q3 2022, buying an estimated $550 and bringing the position to 5,182 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #157.

Doyle Wealth Management first reported a position in IWR in Q4 2018 and has held it in 4 quarters since. The position peaked at $335K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Doyle Wealth Management held 5,182 shares of iShares Russell Mid-Cap ETF worth $322K as of Q3 2022.
Doyle Wealth Management bought 8 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $550.
iShares Russell Mid-Cap ETF made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #157 holding.
Doyle Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 4 quarters since.
Doyle Wealth Management's iShares Russell Mid-Cap ETF position peaked at $335K in Q2 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

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