J.P. Morgan Private Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $190M | Sell |
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|
2023
Q2 | $226M | Sell |
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|
2023
Q1 | $377M | Sell |
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|
2022
Q4 | $463M | Buy |
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|
2022
Q3 | $338M | Buy |
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|
2022
Q2 | $330M | Buy |
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|
2022
Q1 | $345M | Buy |
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|
2021
Q4 | $347M | Buy |
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|
2021
Q3 | $320M | Buy |
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|
2021
Q2 | $310M | Buy |
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|
2021
Q1 | $261M | Sell |
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|
2020
Q4 | $239M | Buy |
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|
2020
Q3 | $179M | Buy |
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|
2020
Q2 | $168M | Sell |
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|
2020
Q1 | $163M | Sell |
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|
2019
Q4 | $229M | Buy |
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|
2019
Q3 | $205M | Buy |
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|
2019
Q2 | $200M | Sell |
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|
2019
Q1 | $226M | Sell |
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|
2018
Q4 | $217M | Buy |
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|
2018
Q3 | $241M | Buy |
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|
2018
Q2 | $192M | Buy |
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|
2018
Q1 | $188M | Sell |
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|
2017
Q4 | $200M | Buy |
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|
2017
Q3 | $186M | Buy |
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|
2017
Q2 | $167M | Sell |
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|
2017
Q1 | $170M | Buy |
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|
2016
Q4 | $134M | Buy |
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|
2016
Q3 | $102M | Buy |
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|
2016
Q2 | $98.7M | Buy |
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|
2016
Q1 | $92.7M | Buy |
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|
2015
Q4 | $86.7M | Buy |
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|
2015
Q3 | $81M | Sell |
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|
2015
Q2 | $92.2M | Sell |
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|
2015
Q1 | $93.8M | Sell |
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|
2014
Q4 | $120M | Buy |
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|
2014
Q3 | $95.1M | Buy |
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|
2014
Q2 | $83.9M | Buy |
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|
2014
Q1 | $73.3M | Buy |
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|
2013
Q4 | $70.3M | Buy |
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|
2013
Q3 | $60.5M | Buy |
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|
2013
Q2 | $55.2M | Buy |
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