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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$39.1M	Sell	565,027 -137,035	-20%	-$9.49M	0.11%	188
2023 Q2	$51.3M	Sell	702,062 -394,742	-36%	-$28.8M	0.27%	83
2023 Q1	$76.7M	Buy	1,096,804 +5,210	+0.5%	+$364K	0.16%	133
2022 Q4	$73.6M	Sell	1,091,594 -80,801	-7%	-$5.45M	0.16%	134
2022 Q3	$72.9M	Buy	1,172,395 +154,659	+15%	+$9.61M	0.19%	123
2022 Q2	$65.8M	Sell	1,017,736 -59,122	-5%	-$3.82M	0.17%	137
2022 Q1	$84M	Buy	1,076,858 +9,625	+0.9%	+$751K	0.18%	131
2021 Q4	$88.6M	Buy	1,067,233 +6,221	+0.6%	+$516K	0.19%	123
2021 Q3	$83M	Buy	1,061,012 +38,720	+4%	+$3.03M	0.2%	120
2021 Q2	$81M	Buy	1,022,292 +200,264	+24%	+$15.9M	0.21%	115
2021 Q1	$60.8M	Sell	822,028 -48,212	-6%	-$3.56M	0.2%	122
2020 Q4	$59.7M	Buy	870,240 +44,841	+5%	+$3.07M	0.19%	123
2020 Q3	$47.4M	Buy	825,399 +17,169	+2%	+$985K	0.18%	123
2020 Q2	$43.3M	Sell	808,230 -45,726	-5%	-$2.45M	0.2%	120
2020 Q1	$36.9M	Sell	853,956 -140,337	-14%	-$6.06M	0.21%	113
2019 Q4	$59.3M	Buy	994,293 +27,682	+3%	+$1.65M	0.27%	98
2019 Q3	$54.1M	Buy	966,611 +81,443	+9%	+$4.56M	0.28%	90
2019 Q2	$49.5M	Sell	885,168 -127,074	-13%	-$7.1M	0.27%	97
2019 Q1	$54.6M	Buy	1,012,242 +79,823	+9%	+$4.31M	0.28%	87
2018 Q4	$43.3M	Sell	932,419 -102,041	-10%	-$4.74M	0.26%	92
2018 Q3	$57M	Buy	1,034,460 +19,344	+2%	+$1.07M	0.28%	88
2018 Q2	$53.8M	Buy	1,015,116 +46,364	+5%	+$2.46M	0.3%	79
2018 Q1	$50M	Buy	968,752 +26,048	+3%	+$1.34M	0.34%	70
2017 Q4	$49.1M	Sell	942,704 -15,904	-2%	-$828K	0.32%	83
2017 Q3	$47.2M	Buy	958,608 +50,760	+6%	+$2.5M	0.34%	79
2017 Q2	$43.6M	Buy	907,848 +10,368	+1%	+$498K	0.33%	84
2017 Q1	$42M	Buy	897,480 +105,872	+13%	+$4.95M	0.33%	82
2016 Q4	$35.4M	Buy	791,608 +48,160	+6%	+$2.15M	0.31%	83
2016 Q3	$32.4M	Sell	743,448 -18,584	-2%	-$810K	0.3%	92
2016 Q2	$32M	Sell	762,032 -84,824	-10%	-$3.57M	0.31%	89
2016 Q1	$34.5M	Buy	846,856 +57,996	+7%	+$2.36M	0.33%	86
2015 Q4	$31.6M	Buy	788,860 +75,824	+11%	+$3.04M	0.32%	85
2015 Q3	$27.7M	Buy	713,036 +82,600	+13%	+$3.21M	0.35%	83
2015 Q2	$26.8M	Buy	630,436 +127,856	+25%	+$5.44M	0.31%	94
2015 Q1	$21.8M	Buy	502,580 +20,928	+4%	+$906K	0.25%	109
2014 Q4	$20.1M	Buy	481,652 +32,764	+7%	+$1.37M	0.24%	112
2014 Q3	$17.8M	Buy	448,888 +14,356	+3%	+$568K	0.23%	120
2014 Q2	$17.7M	Sell	434,532 -3,984	-0.9%	-$162K	0.3%	94
2014 Q1	$17M	Buy	438,516 +16,800	+4%	+$650K	0.31%	95
2013 Q4	$15.8M	Buy	421,716 +19,500	+5%	+$731K	0.32%	92
2013 Q3	$14M	Buy	402,216 +2,056	+0.5%	+$71.5K	0.32%	94
2013 Q2	$13M	Buy	+400,160	New	+$13M	0.32%	96