KILEY JUERGENS WEALTH MANAGEMENT, LLC – iShares Morningstar Growth ETF Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$8.42M
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.26% | -2.21K shares | -430K | $48.26 | 174.58K |
| Q2 2022 | share | Increase | +8.70% | 14.14K shares | -1.71M | $50.09 | 176.8K |
| Q1 2022 | share | Decrease | -6.21% | -12.12K shares | -2.11M | $65 | 182.98K |
| Q4 2021 | share | Decrease | -0.15% | -298 shares | 1.20M | $72.23 | 195.10K |
| Q3 2021 | share | Decrease | -0.09% | -173 shares | 143K | $65.55 | 195.40K |
| Q2 2021 | share | Decrease | -2.46% | -4.94K shares | 1.09M | $64.68 | 195.57K |
| Q1 2021 | share | Decrease | -0.21% | -430 shares | -82K | $57.57 | 200.52K |
| Q4 2020 | share | Decrease | -1.26% | -2.56K shares | 764K | $57.83 | 200.95K |
| Q3 2020 | share | Decrease | -13.49% | -31.73K shares | -146K | $53.32 | 203.51K |
| Q2 2020 | share | Decrease | -0.85% | -2.02K shares | 2.21M | $46.71 | 235.24K |
| Q1 2020 | share | Decrease | -5.02% | -12.53K shares | -1.67M | $36.97 | 237.27K |
| Q4 2019 | share | Decrease | -0.37% | -930 shares | 889K | $41.74 | 249.8K |
| Q3 2019 | share | Increase | +0.31% | 780 shares | 10K | $37.99 | 250.73K |
| Q2 2019 | share | Increase | +0.18% | 460 shares | 468K | $38.02 | 249.95K |
| Q1 2019 | share | Decrease | -0.66% | -1.65K shares | 1.16M | $36.19 | 249.49K |
| Q4 2018 | share | Increase | +1.39% | 3.44K shares | -1.24M | $31.33 | 251.14K |
| Q3 2018 | share | Increase | +0.34% | 850 shares | 584K | $36.65 | 247.69K |
| Q2 2018 | share | Increase | +1.41% | 3.43K shares | 646K | $34.4 | 246.84K |
| Q1 2018 | share | Decrease | -3.14% | -7.88K shares | 112K | $32.2 | 243.41K |
| Q4 2017 | share | Increase | 0.00% | 251.3K shares | 7.86M | $30.69 | 251.3K |