J.P. Morgan Private Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $947K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $5.97M | Sell |
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|
2021
Q4 | $9.21M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $11.5M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $1.94M | Sell |
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|
2019
Q1 | $2.32M | Buy |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $897K | Buy |
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|
2018
Q2 | $762K | Buy |
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|
2018
Q1 | $680K | Buy |
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|
2017
Q4 | $665K | Sell |
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|
2017
Q3 | $670K | Buy |
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|
2017
Q2 | $627K | Buy |
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|
2017
Q1 | $579K | Buy |
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|
2016
Q4 | $529K | Sell |
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|
2016
Q3 | $483K | Buy |
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|
2016
Q2 | $342K | Buy |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $693K | Buy |
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|
2015
Q3 | $650K | Sell |
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|
2015
Q2 | $834K | Buy |
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|
2015
Q1 | $800K | Buy |
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|
2014
Q4 | $382K | Sell |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $8.08M | Sell |
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|
2014
Q1 | $10M | Sell |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | $9.02M | Buy |
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|
2013
Q2 | $8.12M | Buy |
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