iShares Morningstar Large Value shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.2M | 81k | 76.86 |
| 2023-12-31 | $5.6M | 80k | 70.62 |
| 2023-09-30 | $5.2M | 80k | 64.77 |
| 2023-06-30 | $5.3M | 80k | 66.52 |
| 2023-03-31 | $5.1M | 80k | 63.90 |
| 2022-12-31 | $5.1M | 80k | 63.23 |
| 2022-09-30 | $4.5M | 80k | 56.47 |
| 2022-06-30 | $4.8M | 80k | 60.39 |
| 2022-03-31 | $5.0M | 73k | 68.58 |
| 2021-12-31 | $4.3M | 62k | 69.61 |
| 2021-09-30 | $3.6M | 56k | 63.63 |
| 2021-06-30 | $3.6M | 55k | 64.56 |
| 2021-03-31 | $2.6M | 21k | 122.81 |
| 2020-12-31 | $2.2M | 20k | 112.22 |
| 2020-09-30 | $1.8M | 18k | 98.83 |
| 2020-06-30 | $1.6M | 17k | 96.71 |
| 2020-03-31 | $1.4M | 17k | 86.58 |
| 2019-12-31 | $2.0M | 17k | 117.18 |
| 2019-09-30 | $1.8M | 16k | 110.45 |
| 2019-06-30 | $1.8M | 16k | 107.87 |
| 2019-03-31 | $1.7M | 16k | 105.37 |
| 2018-12-31 | $1.6M | 16k | 96.32 |
| 2018-09-30 | $1.7M | 16k | 107.32 |
| 2018-06-30 | $1.5M | 15k | 101.61 |
| 2018-03-31 | $1.5M | 15k | 101.50 |
| 2017-12-31 | $1.6M | 16k | 105.56 |
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