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Kiley Juergens Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-536
Closed -$67K – 342
2018
Q3 		$67K Hold
536
– – 0.05% 200
2018
Q2 		$65K Buy
+536
New +$65.2K 0.06% 174
2018
Q1 		– Sell
-290
Closed -$36K – 342
2017
Q4 		$36K Buy
+290
New +$35.1K 0.03% 246

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2018, closing a stake of 536 shares — an estimated $67K sold.

Kiley Juergens Wealth Management first reported a position in IWD in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q3 2018. 955 funds tracked by Wall St. Rank hold IWD as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 536 iShares Russell 1000 Value ETF shares in Q4 2018, an estimated $67K.
  • Kiley Juergens Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares Russell 1000 Value ETF position peaked at $67K in Q3 2018.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2018.

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