DWM
IWV icon

Doyle Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Doyle Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-150
Closed -$26K – 477
2019
Q2 		$26K Buy
+150
New +$25.4K ﹤0.01% 471
2019
Q1 		– Sell
-150
Closed -$22K – 457
2018
Q4 		$22K Buy
+150
New +$23.8K ﹤0.01% 495

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2019, closing a stake of 150 shares — an estimated $26K sold.

Doyle Wealth Management first reported a position in IWV in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 458 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 150 iShares Russell 3000 ETF shares in Q3 2019, an estimated $26K.
  • Doyle Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Russell 3000 ETF position peaked at $26K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

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