J.P. Morgan Private Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $114M | Sell |
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|
2023
Q2 | $165M | Sell |
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|
2023
Q1 | $254M | Sell |
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|
2022
Q4 | $512M | Buy |
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|
2022
Q3 | $229M | Sell |
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|
2022
Q2 | $256M | Buy |
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|
2022
Q1 | $295M | Sell |
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|
2021
Q4 | $385M | Buy |
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|
2021
Q3 | $274M | Buy |
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|
2021
Q2 | $262M | Buy |
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|
2021
Q1 | $236M | Sell |
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|
2020
Q4 | $238M | Sell |
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|
2020
Q3 | $211M | Buy |
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|
2020
Q2 | $194M | Sell |
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|
2020
Q1 | $168M | Sell |
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|
2019
Q4 | $250M | Sell |
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|
2019
Q3 | $232M | Buy |
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|
2019
Q2 | $230M | Sell |
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|
2019
Q1 | $227M | Sell |
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|
2018
Q4 | $207M | Buy |
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|
2018
Q3 | $187M | Buy |
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|
2018
Q2 | $171M | Buy |
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|
2018
Q1 | $160M | Buy |
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|
2017
Q4 | $159M | Sell |
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|
2017
Q3 | $154M | Buy |
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|
2017
Q2 | $147M | Buy |
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|
2017
Q1 | $142M | Buy |
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|
2016
Q4 | $127M | Buy |
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|
2016
Q3 | $96M | Buy |
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|
2016
Q2 | $85.4M | Sell |
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|
2016
Q1 | $83.8M | Sell |
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|
2015
Q4 | $84.5M | Buy |
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|
2015
Q3 | $74.5M | Buy |
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|
2015
Q2 | $80.8M | Sell |
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|
2015
Q1 | $82.3M | Sell |
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|
2014
Q4 | $81.3M | Buy |
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|
2014
Q3 | $76.1M | Buy |
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|
2014
Q2 | $74M | Buy |
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|
2014
Q1 | $67.4M | Buy |
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|
2013
Q4 | $65M | Buy |
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|
2013
Q3 | $52.4M | Buy |
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|
2013
Q2 | $46.3M | Buy |
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