J.P. Morgan Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $187M | Sell |
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2023
Q2 | $213M | Sell |
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2023
Q1 | $260M | Sell |
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2022
Q4 | $266M | Sell |
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2022
Q3 | $252M | Buy |
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2022
Q2 | $225M | Sell |
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2022
Q1 | $307M | Sell |
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2021
Q4 | $347M | Buy |
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2021
Q3 | $341M | Buy |
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2021
Q2 | $336M | Buy |
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2021
Q1 | $293M | Buy |
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2020
Q4 | $251M | Buy |
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2020
Q3 | $176M | Buy |
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2020
Q2 | $163M | Buy |
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2020
Q1 | $127M | Sell |
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2019
Q4 | $308M | Buy |
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2019
Q3 | $280M | Buy |
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2019
Q2 | $283M | Sell |
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2019
Q1 | $293M | Buy |
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2018
Q4 | $246M | Sell |
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2018
Q3 | $321M | Buy |
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2018
Q2 | $305M | Buy |
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2018
Q1 | $264M | Buy |
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2017
Q4 | $261M | Buy |
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2017
Q3 | $249M | Buy |
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2017
Q2 | $228M | Buy |
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2017
Q1 | $215M | Sell |
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2016
Q4 | $261M | Buy |
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2016
Q3 | $181M | Buy |
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2016
Q2 | $148M | Sell |
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2016
Q1 | $143M | Sell |
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2015
Q4 | $147M | Buy |
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2015
Q3 | $130M | Buy |
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2015
Q2 | $141M | Buy |
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2015
Q1 | $125M | Buy |
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2014
Q4 | $112M | Buy |
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2014
Q3 | $82M | Buy |
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2014
Q2 | $83M | Buy |
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2014
Q1 | $75M | Buy |
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2013
Q4 | $69.2M | Buy |
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2013
Q3 | $57.3M | Buy |
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2013
Q2 | $40.4M | Buy |
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