J.P. Morgan Private Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,609
Closed -$219K 1692
2023
Q1
$219K Sell
5,609
-3,730
-40% -$145K ﹤0.01% 1797
2022
Q4
$337K Sell
9,339
-3,920
-30% -$141K ﹤0.01% 1615
2022
Q3
$460K Buy
+13,259
New +$460K ﹤0.01% 1498