Kiley Juergens Wealth Management LLC Has $7.08 Million Stock Holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Kiley Juergens Wealth Management LLC increased its position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 0.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 87,455 shares of the company’s stock after acquiring an additional 738 shares during the quarter. iShares Morningstar Value ETF comprises approximately 1.8% of Kiley Juergens Wealth Management LLC’s investment portfolio, making the stock its 13th biggest holding. Kiley Juergens Wealth Management LLC’s holdings in iShares Morningstar Value ETF were worth $7,082,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV increased its holdings in iShares Morningstar Value ETF by 86.4% during the 3rd quarter. Creative Financial Designs Inc. ADV now owns 917 shares of the company’s stock worth $75,000 after purchasing an additional 425 shares in the last quarter. OneDigital Investment Advisors LLC acquired a new position in shares of iShares Morningstar Value ETF during the third quarter worth about $238,000. Proactive Wealth Strategies LLC acquired a new position in shares of iShares Morningstar Value ETF during the third quarter worth about $356,000. B. Riley Wealth Advisors Inc. grew its holdings in shares of iShares Morningstar Value ETF by 8.7% during the second quarter. B. Riley Wealth Advisors Inc. now owns 4,841 shares of the company’s stock worth $369,000 after buying an additional 386 shares in the last quarter. Finally, Woodard & Co. Asset Management Group Inc. ADV raised its position in iShares Morningstar Value ETF by 3.3% in the 3rd quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 6,150 shares of the company’s stock valued at $506,000 after buying an additional 195 shares during the last quarter.

iShares Morningstar Value ETF Stock Performance

NYSEARCA ILCV opened at $82.80 on Tuesday. iShares Morningstar Value ETF has a 52 week low of $69.44 and a 52 week high of $85.63. The stock’s 50 day moving average price is $82.77 and its two-hundred day moving average price is $81.20. The stock has a market capitalization of $1.01 billion, a price-to-earnings ratio of 18.53 and a beta of 0.76.

iShares Morningstar Value ETF Company Profile

The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of value stocks, selected from the top 90% of the US market-cap spectrum. ILCV was launched on Jun 28, 2004 and is managed by BlackRock.