J.P. Morgan Private Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $231M | Sell |
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|
2023
Q2 | $240M | Sell |
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|
2023
Q1 | $228M | Buy |
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|
2022
Q4 | $207M | Buy |
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|
2022
Q3 | $204M | Buy |
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|
2022
Q2 | $199M | Buy |
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|
2022
Q1 | $249M | Sell |
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|
2021
Q4 | $281M | Sell |
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|
2021
Q3 | $252M | Buy |
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|
2021
Q2 | $235M | Buy |
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|
2021
Q1 | $193M | Sell |
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|
2020
Q4 | $196M | Buy |
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|
2020
Q3 | $153M | Buy |
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|
2020
Q2 | $109M | Buy |
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|
2020
Q1 | $82.3M | Buy |
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|
2019
Q4 | $90.6M | Buy |
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|
2019
Q3 | $82.8M | Buy |
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|
2019
Q2 | $80.6M | Sell |
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|
2019
Q1 | $79.7M | Sell |
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|
2018
Q4 | $80.2M | Sell |
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|
2018
Q3 | $110M | Sell |
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|
2018
Q2 | $108M | Buy |
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|
2018
Q1 | $98.5M | Buy |
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|
2017
Q4 | $96.7M | Sell |
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|
2017
Q3 | $100M | Buy |
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|
2017
Q2 | $94.7M | Buy |
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|
2017
Q1 | $84.3M | Buy |
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|
2016
Q4 | $77.1M | Buy |
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|
2016
Q3 | $75.8M | Buy |
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|
2016
Q2 | $72.6M | Sell |
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|
2016
Q1 | $76.7M | Buy |
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|
2015
Q4 | $74.8M | Buy |
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|
2015
Q3 | $68.3M | Sell |
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|
2015
Q2 | $83M | Buy |
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|
2015
Q1 | $80.5M | Buy |
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|
2014
Q4 | $75.4M | Buy |
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|
2014
Q3 | $59.7M | Buy |
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|
2014
Q2 | $50.8M | Buy |
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|
2014
Q1 | $43.8M | Sell |
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|
2013
Q4 | $49.3M | Buy |
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|
2013
Q3 | $39.7M | Buy |
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|
2013
Q2 | $30.9M | Buy |
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