J.P. Morgan Private Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $90.7M | Sell |
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|
2023
Q2 | $95.4M | Sell |
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|
2023
Q1 | $93.6M | Buy |
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|
2022
Q4 | $48.8M | Sell |
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|
2022
Q3 | $43.4M | Buy |
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|
2022
Q2 | $41.7M | Sell |
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|
2022
Q1 | $52.7M | Buy |
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|
2021
Q4 | $50.4M | Buy |
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|
2021
Q3 | $43.9M | Buy |
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|
2021
Q2 | $37.7M | Buy |
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|
2021
Q1 | $28.8M | Sell |
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|
2020
Q4 | $26.2M | Buy |
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|
2020
Q3 | $20.9M | Buy |
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|
2020
Q2 | $15.3M | Buy |
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|
2020
Q1 | $843K | Sell |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $827K | Sell |
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|
2019
Q1 | $814K | Sell |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $707K | Sell |
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|
2017
Q4 | $777K | Buy |
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|
2017
Q3 | $541K | Sell |
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|
2017
Q2 | $535K | Buy |
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|
2017
Q1 | $492K | Sell |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $403K | Sell |
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|
2016
Q1 | $496K | Buy |
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|
2015
Q4 | $405K | Hold |
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|
2015
Q3 | $386K | Sell |
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|
2015
Q2 | $442K | Hold |
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|
2015
Q1 | $443K | Hold |
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|
2014
Q4 | $448K | Hold |
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|
2014
Q3 | $428K | Hold |
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|
2014
Q2 | $435K | Sell |
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|
2014
Q1 | $479K | Buy |
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|
2013
Q4 | $410K | Sell |
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|
2013
Q3 | $502K | Buy |
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|
2013
Q2 | $375K | Buy |
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