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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-40	Closed	-$4K	–	476
2019 Q2	$4K	Buy	+40	New	+$3.51K	﹤0.01%	754
2019 Q1	–	Sell	-40	Closed	-$3K	–	456
2018 Q4	$3K	Buy	+40	New	+$3.35K	﹤0.01%	769

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

Doyle Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 40 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in IWS in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 536 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 40 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $4K.
Doyle Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $4K in Q2 2019.
536 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

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