J.P. Morgan Private Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $257M | Sell |
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|
2023
Q2 | $297M | Sell |
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|
2023
Q1 | $362M | Sell |
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|
2022
Q4 | $342M | Buy |
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|
2022
Q3 | $318M | Buy |
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|
2022
Q2 | $331M | Sell |
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|
2022
Q1 | $403M | Sell |
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|
2021
Q4 | $426M | Sell |
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|
2021
Q3 | $393M | Buy |
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|
2021
Q2 | $383M | Buy |
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|
2021
Q1 | $354M | Sell |
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|
2020
Q4 | $345M | Buy |
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|
2020
Q3 | $302M | Sell |
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|
2020
Q2 | $282M | Sell |
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|
2020
Q1 | $236M | Sell |
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|
2019
Q4 | $307M | Sell |
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|
2019
Q3 | $291M | Buy |
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|
2019
Q2 | $286M | Sell |
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|
2019
Q1 | $296M | Sell |
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|
2018
Q4 | $264M | Buy |
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|
2018
Q3 | $282M | Buy |
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|
2018
Q2 | $262M | Buy |
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|
2018
Q1 | $253M | Sell |
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|
2017
Q4 | $258M | Sell |
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|
2017
Q3 | $249M | Sell |
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|
2017
Q2 | $242M | Sell |
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|
2017
Q1 | $238M | Sell |
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|
2016
Q4 | $229M | Buy |
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|
2016
Q3 | $201M | Buy |
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|
2016
Q2 | $193M | Sell |
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|
2016
Q1 | $196M | Buy |
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|
2015
Q4 | $184M | Buy |
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|
2015
Q3 | $165M | Buy |
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|
2015
Q2 | $173M | Sell |
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|
2015
Q1 | $179M | Buy |
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|
2014
Q4 | $176M | Buy |
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|
2014
Q3 | $161M | Buy |
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|
2014
Q2 | $158M | Buy |
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|
2014
Q1 | $146M | Buy |
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|
2013
Q4 | $134M | Buy |
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|
2013
Q3 | $106M | Buy |
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|
2013
Q2 | $84.3M | Buy |
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