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Doyle Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Doyle Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-306
Closed -$9K – 480
2019
Q2 		$9K Buy
+306
New +$8.94K ﹤0.01% 650

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2019, closing a stake of 306 shares — an estimated $9K sold.

Doyle Wealth Management first reported a position in IXN in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 252 funds tracked by Wall St. Rank hold IXN as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 306 iShares Global Tech ETF shares in Q3 2019, an estimated $9K.
  • Doyle Wealth Management first reported a position in iShares Global Tech ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares Global Tech ETF position peaked at $9K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2019.

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