J.P. Morgan Private Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19.1M | Sell |
173,692
-6,716
| -4% | -$737K | 0.05% | 281 |
|
|
2023
Q2 | $20.7M | Sell |
180,408
-8,169
| -4% | -$939K | 0.11% | 154 |
|
|
2023
Q1 | $20.7M | Sell |
188,577
-3,224
| -2% | -$354K | 0.04% | 301 |
|
|
2022
Q4 | $20.7M | Sell |
191,801
-698
| -0.4% | -$75.4K | 0.05% | 298 |
|
|
2022
Q3 | $19.6M | Buy |
192,499
+13,101
| +7% | +$1.33M | 0.05% | 286 |
|
|
2022
Q2 | $18.9M | Sell |
179,398
-33,333
| -16% | -$3.51M | 0.05% | 289 |
|
|
2022
Q1 | $26.6M | Sell |
212,731
-2,590
| -1% | -$324K | 0.06% | 278 |
|
|
2021
Q4 | $29.9M | Buy |
215,321
+3,913
| +2% | +$543K | 0.06% | 256 |
|
|
2021
Q3 | $27.5M | Buy |
211,408
+5,563
| +3% | +$723K | 0.07% | 260 |
|
|
2021
Q2 | $27.3M | Buy |
205,845
+10,724
| +5% | +$1.42M | 0.07% | 256 |
|
|
2021
Q1 | $25M | Buy |
195,121
+1,884
| +1% | +$242K | 0.08% | 230 |
|
|
2020
Q4 | $22.1M | Buy |
193,237
+2,003
| +1% | +$229K | 0.07% | 239 |
|
|
2020
Q3 | $16.9M | Buy |
191,234
+7,998
| +4% | +$706K | 0.07% | 239 |
|
|
2020
Q2 | $15.6M | Buy |
183,236
+10,230
| +6% | +$868K | 0.07% | 220 |
|
|
2020
Q1 | $11.9M | Sell |
173,006
-16,092
| -9% | -$1.11M | 0.07% | 236 |
|
|
2019
Q4 | $18.3M | Buy |
189,098
+8,254
| +5% | +$798K | 0.08% | 211 |
|
|
2019
Q3 | $16.1M | Buy |
180,844
+4,050
| +2% | +$361K | 0.08% | 217 |
|
|
2019
Q2 | $16.1M | Sell |
176,794
-4,040
| -2% | -$369K | 0.09% | 213 |
|
|
2019
Q1 | $16.1M | Sell |
180,834
-120
| -0.1% | -$10.7K | 0.08% | 220 |
|
|
2018
Q4 | $14.6M | Sell |
180,954
-2,786
| -2% | -$225K | 0.09% | 208 |
|
|
2018
Q3 | $18.5M | Buy |
183,740
+1,266
| +0.7% | +$128K | 0.09% | 212 |
|
|
2018
Q2 | $17.2M | Buy |
182,474
+2,414
| +1% | +$228K | 0.1% | 199 |
|
|
2018
Q1 | $15.7M | Buy |
180,060
+220
| +0.1% | +$19.1K | 0.11% | 183 |
|
|
2017
Q4 | $15.3M | Buy |
179,840
+2,720
| +2% | +$231K | 0.1% | 186 |
|
|
2017
Q3 | $14.6M | Sell |
177,120
-7,544
| -4% | -$620K | 0.1% | 179 |
|
|
2017
Q2 | $14.4M | Sell |
184,664
-16,996
| -8% | -$1.33M | 0.11% | 175 |
|
|
2017
Q1 | $15.4M | Sell |
201,660
-6,064
| -3% | -$464K | 0.12% | 173 |
|
|
2016
Q4 | $15.6M | Buy |
207,724
+7,190
| +4% | +$539K | 0.14% | 159 |
|
|
2016
Q3 | $13.7M | Buy |
200,534
+2,128
| +1% | +$146K | 0.13% | 165 |
|
|
2016
Q2 | $12.7M | Sell |
198,406
-118
| -0.1% | -$7.58K | 0.12% | 159 |
|
|
2016
Q1 | $12.3M | Sell |
198,524
-318,802
| -62% | -$19.8M | 0.12% | 159 |
|
|
2015
Q4 | $32.2M | Buy |
517,326
+39,480
| +8% | +$2.45M | 0.33% | 84 |
|
|
2015
Q3 | $28.7M | Sell |
477,846
-6,672
| -1% | -$401K | 0.36% | 80 |
|
|
2015
Q2 | $31.7M | Buy |
484,518
+36,566
| +8% | +$2.4M | 0.36% | 77 |
|
|
2015
Q1 | $29.2M | Buy |
447,952
+215,258
| +93% | +$14M | 0.33% | 82 |
|
|
2014
Q4 | $14.2M | Buy |
232,694
+80,444
| +53% | +$4.92M | 0.17% | 135 |
|
|
2014
Q3 | $8.57M | Buy |
152,250
+5,726
| +4% | +$322K | 0.11% | 193 |
|
|
2014
Q2 | $8.85M | Buy |
146,524
+1,166
| +0.8% | +$70.4K | 0.15% | 152 |
|
|
2014
Q1 | $8.65M | Buy |
145,358
+6,424
| +5% | +$382K | 0.16% | 148 |
|
|
2013
Q4 | $8.24M | Sell |
138,934
-31,694
| -19% | -$1.88M | 0.17% | 143 |
|
|
2013
Q3 | $9.25M | Sell |
170,628
-14,712
| -8% | -$797K | 0.21% | 129 |
|
|
2013
Q2 | $8.98M | Buy |
+185,340
| New | +$8.98M | 0.22% | 116 |
|