J.P. Morgan Private Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.37M	Sell	80,636 -22,668	-22%	-$2.07M	0.02%	423
2023 Q2	$9.98M	Sell	103,304 -91,832	-47%	-$8.87M	0.05%	232
2023 Q1	$17.8M	Sell	195,136 -15,820	-7%	-$1.44M	0.04%	327
2022 Q4	$17.6M	Sell	210,956 -7,313	-3%	-$611K	0.04%	327
2022 Q3	$17.1M	Buy	218,269 +3,850	+2%	+$302K	0.04%	308
2022 Q2	$17M	Buy	214,419 +9,742	+5%	+$772K	0.04%	309
2022 Q1	$20.6M	Sell	204,677 -9,750	-5%	-$980K	0.04%	315
2021 Q4	$24.7M	Buy	214,427 +1,280	+0.6%	+$147K	0.05%	283
2021 Q3	$23.9M	Buy	213,147 +24,519	+13%	+$2.75M	0.06%	278
2021 Q2	$21.4M	Sell	188,628 -19,860	-10%	-$2.25M	0.06%	295
2021 Q1	$21.3M	Sell	208,488 -2,798	-1%	-$286K	0.07%	259
2020 Q4	$21.7M	Buy	211,286 +14,522	+7%	+$1.49M	0.07%	242
2020 Q3	$17M	Buy	196,764 +1,968	+1%	+$170K	0.07%	237
2020 Q2	$15.4M	Sell	194,796 -9,270	-5%	-$733K	0.07%	222
2020 Q1	$12.4M	Sell	204,066 -1,520	-0.7%	-$92.4K	0.07%	230
2019 Q4	$15.7M	Buy	205,586 +3,290	+2%	+$251K	0.07%	235
2019 Q3	$14.3M	Buy	202,296 +24,250	+14%	+$1.71M	0.07%	232
2019 Q2	$12.7M	Buy	178,046 +72	+0%	+$5.13K	0.07%	247
2019 Q1	$12.1M	Buy	177,974 +50,630	+40%	+$3.43M	0.06%	256
2018 Q4	$7.24M	Buy	127,344 +7,144	+6%	+$406K	0.04%	300
2018 Q3	$8.15M	Buy	120,200 +2,876	+2%	+$195K	0.04%	343
2018 Q2	$7.43M	Buy	117,324 +3,984	+4%	+$252K	0.04%	323
2018 Q1	$6.97M	Buy	113,340 +20,416	+22%	+$1.25M	0.05%	278
2017 Q4	$5.61M	Buy	92,924 +6,420	+7%	+$387K	0.04%	315
2017 Q3	$4.9M	Buy	86,504 +64,200	+288%	+$3.63M	0.04%	317
2017 Q2	$1.21M	Sell	22,304 -1,736	-7%	-$93.8K	0.01%	571
2017 Q1	$1.25M	Buy	24,040 +176	+0.7%	+$9.13K	0.01%	575
2016 Q4	$1.16M	Buy	23,864 +2,074	+10%	+$101K	0.01%	561
2016 Q3	$1.06M	Buy	21,790 +1,726	+9%	+$84K	0.01%	576
2016 Q2	$939K	Buy	20,064 +5,528	+38%	+$259K	0.01%	612
2016 Q1	$670K	Sell	14,536 -22,636	-61%	-$1.04M	0.01%	660
2015 Q4	$1.71M	Buy	37,172 +2,372	+7%	+$109K	0.02%	404
2015 Q3	$1.54M	Buy	34,800 +7,124	+26%	+$316K	0.02%	385
2015 Q2	$1.34M	Sell	27,676 -796	-3%	-$38.5K	0.02%	440
2015 Q1	$1.39M	Buy	28,472 +11,470	+67%	+$562K	0.02%	452
2014 Q4	$793K	Buy	17,002 +838	+5%	+$39.1K	0.01%	585
2014 Q3	$714K	Buy	16,164 +1,632	+11%	+$72.1K	0.01%	605
2014 Q2	$651K	Sell	14,532 -1,210	-8%	-$54.2K	0.01%	502
2014 Q1	$676K	Buy	15,742 +1,654	+12%	+$71K	0.01%	482
2013 Q4	$594K	Sell	14,088 -202	-1%	-$8.52K	0.01%	418
2013 Q3	$559K	Buy	14,290 +2,132	+18%	+$83.4K	0.01%	417
2013 Q2	$436K	Buy	+12,158	New	+$436K	0.01%	429