Number of Shares
148,090.00
Current Holdings Value*
$14.35 Mil
% of Portfolio
3.31%
Total Estimate Gain
$29.49 Mil
% of Total Estimate Gain
155.73%

KILEY JUERGENS WEALTH MANAGEMENT, LLC's BTC iShares Morningstar Large-Cap Growth ETF Holding Summary

As of 2025-06-30, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 148,090.00 shares of BTC iShares Morningstar Large-Cap Growth ETF(JKE), totaling $14.35 Mil. This investment constitutes 3.31% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds -% of the outstanding BTC iShares Morningstar Large-Cap Growth ETF(JKE) stock.

The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 8 purchases of JKE, at an average price of $85.85, for a total of 220,538.00 shares. In addition, there have been 21 sales at an average price of $88.22 for 72,448.00 shares. Based on historical transaction data and JKE's current price of $283.81, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his JKE holdings is $29.49 Mil, reflecting a 155.73% gain to date.

KILEY JUERGENS WEALTH MANAGEMENT, LLC JKE ($283.81) Holding Chart

KILEY JUERGENS WEALTH MANAGEMENT, LLC JKE ($283.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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