J.P. Morgan Private Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $169M | Buy |
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|
2023
Q2 | $169M | Sell |
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|
2023
Q1 | $166M | Buy |
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|
2022
Q4 | $131M | Sell |
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|
2022
Q3 | $142M | Sell |
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|
2022
Q2 | $150M | Sell |
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|
2022
Q1 | $194M | Buy |
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|
2021
Q4 | $199M | Buy |
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|
2021
Q3 | $164M | Buy |
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|
2021
Q2 | $138M | Buy |
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|
2021
Q1 | $102M | Buy |
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|
2020
Q4 | $97.8M | Buy |
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|
2020
Q3 | $85.9M | Buy |
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|
2020
Q2 | $66.7M | Buy |
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|
2020
Q1 | $48.1M | Buy |
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|
2019
Q4 | $49.3M | Buy |
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|
2019
Q3 | $40.3M | Buy |
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|
2019
Q2 | $33.1M | Buy |
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|
2019
Q1 | $31.7M | Buy |
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|
2018
Q4 | $23.2M | Buy |
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|
2018
Q3 | $24.3M | Buy |
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|
2018
Q2 | $20.3M | Buy |
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|
2018
Q1 | $16.1M | Buy |
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|
2017
Q4 | $13.8M | Buy |
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|
2017
Q3 | $10.8M | Buy |
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|
2017
Q2 | $8.41M | Buy |
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|
2017
Q1 | $6.79M | Buy |
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|
2016
Q4 | $4.31M | Buy |
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|
2016
Q3 | $3.48M | Sell |
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|
2016
Q2 | $3.75M | Sell |
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|
2016
Q1 | $4.68M | Sell |
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|
2015
Q4 | $8.97M | Buy |
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|
2015
Q3 | $5.96M | Buy |
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|
2015
Q2 | $3.18M | Buy |
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|
2015
Q1 | $2.97M | Sell |
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|
2014
Q4 | $3.15M | Buy |
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|
2014
Q3 | $2.72M | Sell |
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|
2014
Q2 | $4.76M | Sell |
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|
2014
Q1 | $4.72M | Buy |
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|
2013
Q4 | $4.61M | Buy |
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|
2013
Q3 | $4.13M | Sell |
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|
2013
Q2 | $3.97M | Buy |
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