Kiley Juergens Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,027	Closed	-$63K	–	338
2018 Q3	$63K	Hold	1,027	–	–	0.05%	206
2018 Q2	$58K	Buy	+1,027	New	+$58K	0.05%	187
2018 Q1	–	Sell	-1,000	Closed	-$53K	–	334
2017 Q4	$53K	Buy	+1,000	New	+$52.6K	0.05%	196

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

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

Kiley Juergens Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2018, closing a stake of 1,027 shares — an estimated $63K sold.

Kiley Juergens Wealth Management first reported a position in IUSG in Q4 2017 and held it in 3 quarters. The position peaked at $63K in Q3 2018. 251 funds tracked by Wall St. Rank hold IUSG as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,027 iShares Core S&P US Growth ETF shares in Q4 2018, an estimated $63K.
Kiley Juergens Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Core S&P US Growth ETF position peaked at $63K in Q3 2018.
251 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2018.

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