Doyle Wealth Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-90	Closed	-$6K	–	481
2019 Q2	$6K	Buy	+90	New	+$5.54K	﹤0.01%	708
2019 Q1	–	Sell	-90	Closed	-$5K	–	459
2018 Q4	$5K	Buy	+90	New	+$5.16K	﹤0.01%	715

Other funds holding IYF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2019, closing a stake of 90 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in IYF in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

Doyle Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 90 iShares US Financials ETF shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in iShares US Financials ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares US Financials ETF position peaked at $6K in Q2 2019.
223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

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