Doyle Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-270	Closed	-$20K	–	484
2019 Q2	$20K	Buy	+270	New	+$19.4K	﹤0.01%	507
2019 Q1	–	Sell	-410	Closed	-$26K	–	463
2018 Q4	$26K	Buy	+410	New	+$27.6K	﹤0.01%	474

Other funds holding IYY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2019, closing a stake of 270 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in IYY in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q4 2018. 146 funds tracked by Wall St. Rank hold IYY as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 270 iShares Dow Jones US ETF shares in Q3 2019, an estimated $20K.
Doyle Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Dow Jones US ETF position peaked at $26K in Q4 2018.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2019.

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