J.P. Morgan Private Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.48M | Buy |
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|
2023
Q2 | $3.08M | Buy |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.42M | Sell |
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|
2021
Q3 | $3.44M | Sell |
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|
2021
Q2 | $3.45M | Sell |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.74M | Buy |
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|
2020
Q3 | $3.33M | Sell |
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|
2020
Q2 | $3.04M | Sell |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $2.77M | Sell |
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|
2019
Q3 | $2.56M | Buy |
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|
2019
Q2 | $2.28M | Sell |
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|
2019
Q1 | $2.18M | Sell |
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|
2018
Q4 | $1.91M | Sell |
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|
2018
Q3 | $3.21M | Buy |
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|
2018
Q2 | $2.68M | Buy |
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|
2018
Q1 | $2.26M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.67M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $285K | Buy |
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|
2016
Q2 | $253K | Sell |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $322K | Hold |
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|
2015
Q3 | $300K | Hold |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $317K | Buy |
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