J.P. Morgan Private Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
31,027
-1,575
| -5% | -$103K | 0.01% | 730 |
|
|
2023
Q2 | $2.2M | Sell |
32,602
-3,155
| -9% | -$213K | 0.01% | 535 |
|
|
2023
Q1 | $2.33M | Buy |
35,757
+17,622
| +97% | +$1.15M | ﹤0.01% | 825 |
|
|
2022
Q4 | $1.18M | Sell |
18,135
-19,596
| -52% | -$1.27M | ﹤0.01% | 1071 |
|
|
2022
Q3 | $2.18M | Buy |
37,731
+12,052
| +47% | +$695K | 0.01% | 812 |
|
|
2022
Q2 | $1.59M | Sell |
25,679
-101
| -0.4% | -$6.24K | ﹤0.01% | 920 |
|
|
2022
Q1 | $1.8M | Buy |
25,780
+13,566
| +111% | +$945K | ﹤0.01% | 947 |
|
|
2021
Q4 | $856K | Buy |
12,214
+247
| +2% | +$17.3K | ﹤0.01% | 1323 |
|
|
2021
Q3 | $786K | Buy |
11,967
+266
| +2% | +$17.5K | ﹤0.01% | 1315 |
|
|
2021
Q2 | $777K | Buy |
11,701
+1,533
| +15% | +$102K | ﹤0.01% | 1306 |
|
|
2021
Q1 | $648K | Sell |
10,168
-34
| -0.3% | -$2.17K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $591K | Buy |
10,202
+181
| +2% | +$10.5K | ﹤0.01% | 1222 |
|
|
2020
Q3 | $512K | Sell |
10,021
-606
| -6% | -$31K | ﹤0.01% | 1139 |
|
|
2020
Q2 | $519K | Sell |
10,627
-570
| -5% | -$27.8K | ﹤0.01% | 1073 |
|
|
2020
Q1 | $494K | Sell |
11,197
-402
| -3% | -$17.7K | ﹤0.01% | 930 |
|
|
2019
Q4 | $679K | Buy |
11,599
+616
| +6% | +$36.1K | ﹤0.01% | 935 |
|
|
2019
Q3 | $602K | Buy |
10,983
+32
| +0.3% | +$1.75K | ﹤0.01% | 934 |
|
|
2019
Q2 | $592K | Sell |
10,951
-1,775
| -14% | -$96K | ﹤0.01% | 923 |
|
|
2019
Q1 | $669K | Sell |
12,726
-796
| -6% | -$41.8K | ﹤0.01% | 921 |
|
|
2018
Q4 | $646K | Buy |
+13,522
| New | +$646K | ﹤0.01% | 877 |
|