Kiley Juergens Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.96M | Buy |
88,508
+916
| +1% | +$91K | 1.4% | 14 |
|
|
2026
Q1 | $8.16M | Sell |
87,592
-102
| -0.1% | -$9.77K | 1.44% | 14 |
|
|
2025
Q4 | $8.27M | Sell |
87,694
-288
| -0.3% | -$26.6K | 1.79% | 14 |
|
|
2025
Q3 | $7.92M | Sell |
87,982
-1,202
| -1% | -$104K | 1.74% | 14 |
|
|
2025
Q2 | $7.44M | Buy |
89,184
+612
| +0.7% | +$48.7K | 1.72% | 13 |
|
|
2025
Q1 | $7.21M | Buy |
88,572
+1,117
| +1% | +$92.3K | 1.92% | 13 |
|
|
2024
Q4 | $7.08M | Buy |
87,455
+738
| +0.9% | +$61.2K | 1.77% | 13 |
|
|
2024
Q3 | $7.13M | Buy |
86,717
+4,223
| +5% | +$334K | 1.85% | 14 |
|
|
2024
Q2 | $6.3M | Buy |
82,494
+1,612
| +2% | +$122K | 1.75% | 13 |
|
|
2024
Q1 | $6.22M | Buy |
80,882
+1,421
| +2% | +$104K | 1.92% | 14 |
|
|
2023
Q4 | $5.61M | Sell |
79,461
-133
| -0.2% | -$8.8K | 1.88% | 14 |
|
|
2023
Q3 | $5.16M | Sell |
79,594
-428
| -0.5% | -$28.8K | 1.86% | 14 |
|
|
2023
Q2 | $5.32M | Sell |
80,022
-404
| -0.5% | -$26K | 1.84% | 13 |
|
|
2023
Q1 | $5.14M | Buy |
80,426
+55
| +0.1% | +$3.54K | 1.92% | 12 |
|
|
2022
Q4 | $5.08M | Buy |
80,371
+27
| +0% | +$1.69K | 2.13% | 13 |
|
|
2022
Q3 | $4.54M | Buy |
80,344
+276
| +0.3% | +$17.2K | 2.13% | 13 |
|
|
2022
Q2 | $4.83M | Buy |
80,068
+24,564
| +44% | +$1.59M | 2.29% | 11 |
|
|
2022
Q1 | $3.81M | Sell |
55,504
-6,043
| -10% | -$410K | 1.84% | 15 |
|
|
2021
Q4 | $4.28M | Buy |
61,547
+5,218
| +9% | +$351K | 1.63% | 12 |
|
|
2021
Q3 | $3.58M | Buy |
56,329
+1,185
| +2% | +$77.4K | 1.57% | 13 |
|
|
2021
Q2 | $3.56M | Buy |
55,144
+13,390
| +32% | +$859K | 1.63% | 13 |
|
|
2021
Q1 | $2.56M | Buy |
41,754
+2,350
| +6% | +$138K | 1.34% | 18 |
|
|
2020
Q4 | $2.21M | Buy |
39,404
+3,748
| +11% | +$198K | 1.31% | 19 |
|
|
2020
Q3 | $1.76M | Buy |
35,656
+1,968
| +6% | +$98.4K | 1.29% | 20 |
|
|
2020
Q2 | $1.63M | Buy |
33,688
+400
| +1% | +$19.1K | 1.36% | 21 |
|
|
2020
Q1 | $1.44M | Sell |
33,288
-694
| -2% | -$37K | 1.49% | 19 |
|
|
2019
Q4 | $1.99M | Buy |
33,982
+1,442
| +4% | +$81.9K | 1.75% | 14 |
|
|
2019
Q3 | $1.8M | Hold |
32,540
| – | – | 1.97% | 12 |
|
|
2019
Q2 | $1.75M | Buy |
32,540
+216
| +0.7% | +$11.5K | 1.98% | 11 |
|
|
2019
Q1 | $1.7M | Buy |
32,324
+118
| +0.4% | +$6.08K | 2.12% | 11 |
|
|
2018
Q4 | $1.55M | Buy |
32,206
+916
| +3% | +$47.2K | 2.17% | 11 |
|
|
2018
Q3 | $1.68M | Buy |
31,290
+978
| +3% | +$51.9K | 1.25% | 12 |
|
|
2018
Q2 | $1.54M | Buy |
30,312
+400
| +1% | +$20.5K | 1.38% | 13 |
|
|
2018
Q1 | $1.52M | Sell |
29,912
-1,084
| -3% | -$57.5K | 1.65% | 14 |
|
|
2017
Q4 | $1.64M | Buy |
+30,996
| New | +$1.59M | 1.47% | 14 |
|
Other funds holding ILCV
SCM
MTC
WCAMG
Kiley Juergens Wealth Management's ILCV Position: Q2 2026 in Review
Kiley Juergens Wealth Management increased its iShares Morningstar Value ETF (ILCV) stake by 1% in Q2 2026, buying an estimated $91K and bringing the position to 88,508 shares worth $8.96M. The position accounts for 1.4% of the portfolio, ranked #14.
Kiley Juergens Wealth Management first reported a position in ILCV in Q4 2017 and has held it in 35 quarters since. 202 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.
- Kiley Juergens Wealth Management held 88,508 shares of iShares Morningstar Value ETF worth $8.96M as of Q2 2026.
- Kiley Juergens Wealth Management bought 916 iShares Morningstar Value ETF shares in Q2 2026, an estimated $91K.
- iShares Morningstar Value ETF made up 1.4% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #14 holding.
- Kiley Juergens Wealth Management first reported a position in iShares Morningstar Value ETF in Q4 2017 and has held it in 35 quarters since.
- 202 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.