J.P. Morgan Private Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$37.3M	Sell	166,485 -5,625	-3%	-$1.26M	0.11%	195
2023 Q2	$41.8M	Sell	172,110 -54,616	-24%	-$13.3M	0.22%	100
2023 Q1	$51.4M	Sell	226,726 -794	-0.3%	-$180K	0.11%	190
2022 Q4	$48.8M	Buy	227,520 +12,443	+6%	+$2.67M	0.11%	186
2022 Q3	$44.4M	Buy	215,077 +546	+0.3%	+$113K	0.12%	183
2022 Q2	$44.3M	Sell	214,531 -52,664	-20%	-$10.9M	0.11%	186
2022 Q1	$68.3M	Sell	267,195 -27,912	-9%	-$7.14M	0.15%	153
2021 Q4	$86.5M	Buy	295,107 +6,340	+2%	+$1.86M	0.19%	126
2021 Q3	$84.8M	Buy	288,767 +2,065	+0.7%	+$606K	0.21%	117
2021 Q2	$89.4M	Buy	286,702 +1,794	+0.6%	+$559K	0.23%	106
2021 Q1	$85.7M	Sell	284,908 -55,873	-16%	-$16.8M	0.28%	90
2020 Q4	$97.7M	Buy	340,781 +5,004	+1%	+$1.43M	0.32%	77
2020 Q3	$74.4M	Buy	335,777 +8,218	+3%	+$1.82M	0.29%	86
2020 Q2	$67.8M	Buy	327,559 +91,620	+39%	+$19M	0.31%	85
2020 Q1	$37.3M	Sell	235,939 -48,683	-17%	-$7.7M	0.21%	112
2019 Q4	$61M	Sell	284,622 -2,686	-0.9%	-$575K	0.28%	95
2019 Q3	$55.4M	Sell	287,308 -1,217	-0.4%	-$235K	0.29%	89
2019 Q2	$58M	Sell	288,525 -5,379	-2%	-$1.08M	0.32%	80
2019 Q1	$57.8M	Buy	293,904 +10,373	+4%	+$2.04M	0.3%	80
2018 Q4	$47.6M	Sell	283,531 -65,134	-19%	-$10.9M	0.29%	83
2018 Q3	$75M	Buy	348,665 +27,714	+9%	+$5.96M	0.37%	68
2018 Q2	$65.6M	Buy	320,951 +12,187	+4%	+$2.49M	0.37%	66
2018 Q1	$58.8M	Buy	308,764 +6,154	+2%	+$1.17M	0.4%	61
2017 Q4	$56.5M	Buy	302,610 +4,083	+1%	+$762K	0.37%	71
2017 Q3	$53.4M	Buy	298,527 +13,298	+5%	+$2.38M	0.38%	70
2017 Q2	$48.1M	Sell	285,229 -4,901	-2%	-$827K	0.37%	74
2017 Q1	$46.9M	Buy	290,130 +8,107	+3%	+$1.31M	0.36%	75
2016 Q4	$43.4M	Buy	282,023 +5,393	+2%	+$830K	0.38%	71
2016 Q3	$41.2M	Sell	276,630 -4,508	-2%	-$671K	0.38%	72
2016 Q2	$38.6M	Sell	281,138 -10,801	-4%	-$1.48M	0.37%	75
2016 Q1	$38.7M	Buy	291,939 +6,107	+2%	+$810K	0.37%	73
2015 Q4	$39.8M	Buy	285,832 +24,642	+9%	+$3.43M	0.41%	71
2015 Q3	$35M	Sell	261,190 -6,025	-2%	-$807K	0.44%	63
2015 Q2	$41.3M	Buy	267,215 +25,042	+10%	+$3.87M	0.47%	63
2015 Q1	$36.7M	Buy	242,173 +14,985	+7%	+$2.27M	0.42%	68
2014 Q4	$32.3M	Buy	227,188 +3,990	+2%	+$568K	0.39%	71
2014 Q3	$28.9M	Buy	223,198 +6,389	+3%	+$829K	0.37%	71
2014 Q2	$30M	Buy	216,809 +13,241	+7%	+$1.83M	0.51%	56
2014 Q1	$27.7M	Buy	203,568 +6,886	+4%	+$937K	0.51%	54
2013 Q4	$26.7M	Buy	196,682 +11,151	+6%	+$1.51M	0.54%	51
2013 Q3	$23.3M	Buy	185,531 +24,188	+15%	+$3.04M	0.53%	54
2013 Q2	$18M	Buy	+161,343	New	+$18M	0.44%	71