Kiley Juergens Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$4K	–	700
2018 Q2	$4K	Buy	+100	New	+$4.58K	﹤0.01%	500
2018 Q1	–	Sell	-100	Closed	-$4K	–	324
2017 Q4	$4K	Buy	+100	New	+$4.51K	﹤0.01%	582

Other funds holding IMCB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Kiley Juergens Wealth Management's IMCB Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in IMCB in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 96 funds tracked by Wall St. Rank hold IMCB as of Q3 2018.

Kiley Juergens Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 100 iShares Morningstar Mid-Cap ETF shares in Q3 2018, an estimated $4K.
Kiley Juergens Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2017 and held it in 2 quarters.
Kiley Juergens Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $4K in Q2 2018.
96 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.