KJWM
Kiley Juergens Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
148,090
-670
| -0.5% | -$64.9K | 3.31% | 10 |
|
|
2025
Q1 | $12M | Buy |
148,760
+443
| +0.3% | +$35.9K | 3.2% | 9 |
|
|
2024
Q4 | $13.3M | Sell |
148,317
-698
| -0.5% | -$62.5K | 3.33% | 10 |
|
|
2024
Q3 | $12.5M | Sell |
149,015
-2,766
| -2% | -$232K | 3.25% | 9 |
|
|
2024
Q2 | $12.4M | Sell |
151,781
-3,192
| -2% | -$260K | 3.43% | 9 |
|
|
2024
Q1 | $11.7M | Sell |
154,973
-1,601
| -1% | -$121K | 3.62% | 8 |
|
|
2023
Q4 | $10.6M | Sell |
156,574
-761
| -0.5% | -$51.6K | 3.55% | 8 |
|
|
2023
Q3 | $9.39M | Sell |
157,335
-736
| -0.5% | -$43.9K | 3.39% | 8 |
|
|
2023
Q2 | $9.85M | Sell |
158,071
-2,529
| -2% | -$158K | 3.4% | 8 |
|
|
2023
Q1 | $8.89M | Sell |
160,600
-7,935
| -5% | -$439K | 3.33% | 8 |
|
|
2022
Q4 | $8.2M | Sell |
168,535
-6,046
| -3% | -$294K | 3.44% | 8 |
|
|
2022
Q3 | $8.43M | Sell |
174,581
-2,219
| -1% | -$107K | 3.96% | 7 |
|
|
2022
Q2 | $8.86M | Buy |
176,800
+14,145
| +9% | +$708K | 4.19% | 6 |
|
|
2022
Q1 | $10.6M | Sell |
162,655
-32,452
| -17% | -$2.11M | 5.1% | 6 |
|
|
2021
Q4 | $14M | Sell |
195,107
-298
| -0.2% | -$21.4K | 5.32% | 5 |
|
|
2021
Q3 | $12.8M | Sell |
195,405
-173
| -0.1% | -$11.3K | 5.61% | 5 |
|
|
2021
Q2 | $12.7M | Buy |
195,578
+155,474
| +388% | +$10.1M | 5.8% | 5 |
|
|
2021
Q1 | $11.6M | Sell |
40,104
-86
| -0.2% | -$24.8K | 6.04% | 5 |
|
|
2020
Q4 | $11.7M | Sell |
40,190
-513
| -1% | -$149K | 6.89% | 5 |
|
|
2020
Q3 | $10.9M | Sell |
40,703
-6,346
| -13% | -$1.7M | 7.96% | 4 |
|
|
2020
Q2 | $11M | Sell |
47,049
-405
| -0.9% | -$95K | 9.21% | 3 |
|
|
2020
Q1 | $8.81M | Sell |
47,454
-2,506
| -5% | -$465K | 9.09% | 3 |
|
|
2019
Q4 | $10.5M | Sell |
49,960
-186
| -0.4% | -$39.1K | 9.21% | 4 |
|
|
2019
Q3 | $9.6M | Buy |
50,146
+156
| +0.3% | +$29.9K | 10.51% | 3 |
|
|
2019
Q2 | $9.59M | Buy |
49,990
+92
| +0.2% | +$17.6K | 10.79% | 2 |
|
|
2019
Q1 | $9.12M | Sell |
49,898
-330
| -0.7% | -$60.3K | 11.36% | 2 |
|
|
2018
Q4 | $7.96M | Buy |
50,228
+689
| +1% | +$109K | 11.15% | 2 |
|
|
2018
Q3 | $9.21M | Buy |
49,539
+170
| +0.3% | +$31.6K | 6.88% | 3 |
|
|
2018
Q2 | $8.62M | Buy |
49,369
+686
| +1% | +$120K | 7.7% | 2 |
|
|
2018
Q1 | $7.98M | Sell |
48,683
-1,577
| -3% | -$258K | 8.66% | 1 |
|
|
2017
Q4 | $7.87M | Buy |
+50,260
| New | +$7.87M | 7.08% | 1 |
|