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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $7.13M | Buy |
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|
2024
Q2 | $6.3M | Buy |
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|
2024
Q1 | $6.22M | Buy |
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|
2023
Q4 | $5.61M | Sell |
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|
2023
Q3 | $5.16M | Sell |
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|
2023
Q2 | $5.32M | Sell |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.54M | Buy |
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|
2022
Q2 | $4.83M | Buy |
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|
2022
Q1 | $3.81M | Sell |
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|
2021
Q4 | $4.28M | Buy |
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|
2021
Q3 | $3.58M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.8M | Hold |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.55M | Buy |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.54M | Buy |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.64M | Buy |
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