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Kiley Juergens Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-325
Closed -$43K – 345
2018
Q3 		$43K Hold
325
– – 0.03% 253
2018
Q2 		$42K Buy
+325
New +$41.9K 0.04% 219
2018
Q1 		– Sell
-325
Closed -$40K – 344
2017
Q4 		$40K Buy
+325
New +$40.6K 0.04% 228

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

Kiley Juergens Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 325 shares — an estimated $43K sold.

Kiley Juergens Wealth Management first reported a position in IWN in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q3 2018. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 325 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $43K.
  • Kiley Juergens Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares Russell 2000 Value ETF position peaked at $43K in Q3 2018.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

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