Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $436 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q4 2018 Filed on Jan 15, 2019
1,000
$17.0 - $36.75 $17K - $36.8K
BHP
Bhp Group LTD

Basic Materials
Q4 2018 Filed on Jan 15, 2019
650
$39.29 - $45.02 $25.5K - $29.3K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
689
$48.24 - $79.01 $33.2K - $54.4K
BDX
Becton Dickinson & CO

Healthcare
Q4 2018 Filed on Jan 15, 2019
381
$204.73 - $257.93 $78K - $98.3K
Bb&T Corporation
Q4 2018 Filed on Jan 15, 2019
105
N/A
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
150
$61.45 - $77.8 $9.22K - $11.7K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2018 Filed on Jan 15, 2019
1,000
$11.14 - $14.11 $11.1K - $14.1K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2018 Filed on Jan 15, 2019
430
$44.49 - $52.78 $19.1K - $22.7K
BKR
Baker Hughes CO

Energy
Q4 2018 Filed on Jan 15, 2019
2,859
$20.48 - $32.98 $58.6K - $94.3K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 15, 2019
76
$157.12 - $227.4 $11.9K - $17.3K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
1,200
$39.62 - $51.79 $47.5K - $62.1K
KR
Kroger CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
6,388
$26.6 - $31.39 $170K - $201K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2018 Filed on Jan 15, 2019
1,027
$49.22 - $62.28 $50.5K - $64K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
9,399
$125.88 - $166.33 $1.18M - $1.56M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
189
$156.33 - $211.73 $29.5K - $40K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
325
$102.04 - $131.92 $33.2K - $42.9K
IYR
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
120
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
3,535
$56.89 - $68.07 $201K - $241K
IXP
Ishares Global Comm Services E

ETFs
Q4 2018 Filed on Jan 15, 2019
233
$48.09 - $57.9 $11.2K - $13.5K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,181
N/A
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
520
$236.09 - $293.95 $123K - $153K
ITA
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
207
$81.01 - $108.82 $16.8K - $22.5K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
2,856
$102.3 - $118.4 $292K - $338K
KEY
Keycorp

Financial Services
Q4 2018 Filed on Jan 15, 2019
5,798
$13.82 - $20.52 $80.1K - $119K
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
2,127
$55.82 - $71.86 $119K - $153K
KSU
Kansas City Southern

Industrials
Q4 2018 Filed on Jan 15, 2019
348
N/A
Just Energy Group Inc
Q4 2018 Filed on Jan 15, 2019
548
N/A
JLL
Jones Lang Lasalle Inc

Real Estate
Q4 2018 Filed on Jan 15, 2019
64
$123.19 - $145.42 $7.88K - $9.31K
JBHT
Hunt J B Transport Services Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
161
$88.67 - $121.09 $14.3K - $19.5K
J Alexanders Holding
Q4 2018 Filed on Jan 15, 2019
4
N/A
IYH
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
50
$170.02 - $204.02 $8.5K - $10.2K
IYF
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
201
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
5,496
N/A
EPP
Ishares Inc

ETFs
Q4 2018 Filed on Jan 15, 2019
1,390
$39.46 - $45.44 $54.8K - $63.2K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
110
$66.77 - $80.32 $7.34K - $8.84K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
400
$24.44 - $29.9 $9.78K - $12K
EUFN
Ishares Msci Europe Financials

ETFs
Q4 2018 Filed on Jan 15, 2019
500
$16.38 - $20.14 $8.19K - $10.1K
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Jan 15, 2019
1,040
$53.54 - $59.31 $55.7K - $61.7K
EWA
Ishares Msci Australia ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
6,402
$18.42 - $22.09 $118K - $141K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
246
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
536
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2018 Filed on Jan 15, 2019
45
$72.26 - $90.19 $3.25K - $4.06K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
2,080
$43.7 - $54.95 $90.9K - $114K
IYE
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
450
$29.27 - $43.05 $13.2K - $19.4K
ICF
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
119
$46.0 - $53.03 $5.47K - $6.31K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
374
$108.28 - $110.37 $40.5K - $41.3K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2018 Filed on Jan 15, 2019
88
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2018 Filed on Jan 15, 2019
244
N/A
IEV
Ishares Tr Europe ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,842
$37.89 - $45.05 $69.8K - $83K
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