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Kiley Juergens Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-402
Closed -$24K – 354
2018
Q3 		$24K Sell
402
-300
-43% -$18.4K 0.02% 335
2018
Q2 		$41K Buy
+702
New +$41.8K 0.04% 225
2018
Q1 		– Sell
-402
Closed -$24K – 352
2017
Q4 		$24K Buy
+402
New +$23.3K 0.02% 317

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares US Financials ETF (IYF) in Q4 2018, closing a stake of 402 shares — an estimated $24K sold.

Kiley Juergens Wealth Management first reported a position in IYF in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q2 2018. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares US Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 402 iShares US Financials ETF shares in Q4 2018, an estimated $24K.
  • Kiley Juergens Wealth Management first reported a position in iShares US Financials ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares US Financials ETF position peaked at $41K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

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