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Kiley Juergens Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-176
Closed -$14K – 322
2018
Q3 		$14K Hold
176
– – 0.01% 425
2018
Q2 		$14K Buy
+176
New +$14.1K 0.01% 390
2018
Q1 		– Sell
-176
Closed -$13K – 323
2017
Q4 		$13K Buy
+176
New +$13.3K 0.01% 428

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiley Juergens Wealth Management's IJS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 176 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in IJS in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 176 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $14K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.