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

Kiley Juergens Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$2K – 337
2018
Q3 		$2K Hold
50
– – ﹤0.01% 580
2018
Q2 		$2K Buy
+50
New +$2.69K ﹤0.01% 527

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in IUSV in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 253 funds tracked by Wall St. Rank hold IUSV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 50 iShares Core S&P US Value ETF shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's iShares Core S&P US Value ETF position peaked at $2K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2018.

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