J.P. Morgan Private Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio IWL Stock Details IWL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,400	Closed	-$256K	–	1748
2023 Q2	$256K	Sell	2,400 -6,915	-74%	-$737K	﹤0.01%	1302
2023 Q1	$906K	Hold	9,315	–	–	﹤0.01%	1200
2022 Q4	$838K	Hold	9,315	–	–	﹤0.01%	1234
2022 Q3	$791K	Hold	9,315	–	–	﹤0.01%	1250
2022 Q2	$837K	Hold	9,315	–	–	﹤0.01%	1225
2022 Q1	$1.01M	Hold	9,315	–	–	﹤0.01%	1220
2021 Q4	$1.06M	Sell	9,315 -102	-1%	-$11.6K	﹤0.01%	1211
2021 Q3	$970K	Buy	9,417 +102	+1%	+$10.5K	﹤0.01%	1222
2021 Q2	$958K	Hold	9,315	–	–	﹤0.01%	1219
2021 Q1	$882K	Hold	9,315	–	–	﹤0.01%	1100
2020 Q4	$841K	Hold	9,315	–	–	﹤0.01%	1074
2020 Q3	$756K	Hold	9,315	–	–	﹤0.01%	998
2020 Q2	$690K	Hold	9,315	–	–	﹤0.01%	946
2020 Q1	$573K	Sell	9,315 -50	-0.5%	-$3.08K	﹤0.01%	885
2019 Q4	$704K	Buy	9,365 +50	+0.5%	+$3.76K	﹤0.01%	922
2019 Q3	$642K	Hold	9,315	–	–	﹤0.01%	923
2019 Q2	$634K	Hold	9,315	–	–	﹤0.01%	899
2019 Q1	$611K	Hold	9,315	–	–	﹤0.01%	953
2018 Q4	$544K	Sell	9,315 -990	-10%	-$57.8K	﹤0.01%	932
2018 Q3	$696K	Hold	10,305	–	–	﹤0.01%	953
2018 Q2	$650K	Hold	10,305	–	–	﹤0.01%	914
2018 Q1	$626K	Buy	10,305 +2,400	+30%	+$146K	﹤0.01%	796
2017 Q4	$486K	Hold	7,905	–	–	﹤0.01%	878
2017 Q3	$456K	Hold	7,905	–	–	﹤0.01%	882
2017 Q2	$440K	Hold	7,905	–	–	﹤0.01%	877
2017 Q1	$426K	Hold	7,905	–	–	﹤0.01%	921
2016 Q4	$403K	Buy	7,905 +990	+14%	+$50.5K	﹤0.01%	881
2016 Q3	$341K	Hold	6,915	–	–	﹤0.01%	931
2016 Q2	$330K	Hold	6,915	–	–	﹤0.01%	939
2016 Q1	$324K	Hold	6,915	–	–	﹤0.01%	920
2015 Q4	$325K	Hold	6,915	–	–	﹤0.01%	833
2015 Q3	$302K	Hold	6,915	–	–	﹤0.01%	792
2015 Q2	$326K	Hold	6,915	–	–	﹤0.01%	820
2015 Q1	$323K	Hold	6,915	–	–	﹤0.01%	861
2014 Q4	$326K	Hold	6,915	–	–	﹤0.01%	846
2014 Q3	$311K	Hold	6,915	–	–	﹤0.01%	836
2014 Q2	$309K	Sell	6,915 -765	-10%	-$34.2K	0.01%	708
2014 Q1	$326K	Sell	7,680 -57,535	-88%	-$2.44M	0.01%	701
2013 Q4	$2.74M	Sell	65,215 -3,630	-5%	-$152K	0.06%	223
2013 Q3	$2.62M	Sell	68,845 -6,470	-9%	-$246K	0.06%	223
2013 Q2	$2.75M	Buy	+75,315	New	+$2.75M	0.07%	214