KJWM
IWV icon

Kiley Juergens Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,181
Closed -$203K – 349
2018
Q3 		$203K Hold
1,181
– – 0.15% 98
2018
Q2 		$191K Buy
+1,181
New +$190K 0.17% 82
2018
Q1 		– Sell
-1,501
Closed -$237K – 347
2017
Q4 		$237K Buy
+1,501
New +$231K 0.21% 70

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 1,181 shares — an estimated $203K sold.

Kiley Juergens Wealth Management first reported a position in IWV in Q4 2017 and held it in 3 quarters. The position peaked at $237K in Q4 2017. 465 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,181 iShares Russell 3000 ETF shares in Q4 2018, an estimated $203K.
  • Kiley Juergens Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares Russell 3000 ETF position peaked at $237K in Q4 2017.
  • 465 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

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