J.P. Morgan Private Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $706K | Buy |
11,996
+48
| +0.4% | +$2.83K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $730K | Sell |
11,948
-1,882
| -14% | -$115K | ﹤0.01% | 881 |
|
|
2023
Q1 | $780K | Buy |
13,830
+440
| +3% | +$24.8K | ﹤0.01% | 1284 |
|
|
2022
Q4 | $705K | Buy |
13,390
+47
| +0.4% | +$2.47K | ﹤0.01% | 1315 |
|
|
2022
Q3 | $659K | Buy |
13,343
+1,254
| +10% | +$61.9K | ﹤0.01% | 1341 |
|
|
2022
Q2 | $628K | Buy |
12,089
+30
| +0.2% | +$1.56K | ﹤0.01% | 1360 |
|
|
2022
Q1 | $758K | Buy |
12,059
+31
| +0.3% | +$1.95K | ﹤0.01% | 1340 |
|
|
2021
Q4 | $799K | Buy |
+12,028
| New | +$799K | ﹤0.01% | 1352 |
|
|
2015
Q2 | – | Sell |
-7,564
| Closed | -$229K | – | 1096 |
|
|
2015
Q1 | $229K | Buy |
+7,564
| New | +$229K | ﹤0.01% | 988 |
|