J.P. Morgan Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.63M | Sell |
17,079
-633
| -4% | -$97.4K | 0.01% | 659 |
|
|
2023
Q2 | $2.81M | Buy |
17,712
+154
| +0.9% | +$24.4K | 0.01% | 464 |
|
|
2023
Q1 | $2.44M | Buy |
17,558
+11,712
| +200% | +$1.63M | 0.01% | 803 |
|
|
2022
Q4 | $705K | Sell |
5,846
-7,596
| -57% | -$916K | ﹤0.01% | 1316 |
|
|
2022
Q3 | $1.61M | Buy |
13,442
+7,439
| +124% | +$889K | ﹤0.01% | 924 |
|
|
2022
Q2 | $752K | Buy |
6,003
+731
| +14% | +$91.6K | ﹤0.01% | 1276 |
|
|
2022
Q1 | $838K | Buy |
5,272
+70
| +1% | +$11.1K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $902K | Sell |
5,202
-200
| -4% | -$34.7K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $825K | Buy |
5,402
+1,700
| +46% | +$260K | ﹤0.01% | 1297 |
|
|
2021
Q2 | $558K | Buy |
3,702
+13
| +0.4% | +$1.96K | ﹤0.01% | 1437 |
|
|
2021
Q1 | $496K | Hold |
3,689
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q4 | $491K | Sell |
3,689
-400
| -10% | -$53.2K | ﹤0.01% | 1295 |
|
|
2020
Q3 | $496K | Hold |
4,089
| – | – | ﹤0.01% | 1157 |
|
|
2020
Q2 | $436K | Buy |
4,089
+800
| +24% | +$85.3K | ﹤0.01% | 1162 |
|
|
2020
Q1 | $277K | Sell |
3,289
-460
| -12% | -$38.7K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $362K | Buy |
3,749
+1,044
| +39% | +$101K | ﹤0.01% | 1160 |
|
|
2019
Q3 | $235K | Sell |
2,705
-187
| -6% | -$16.2K | ﹤0.01% | 1285 |
|
|
2019
Q2 | $248K | Sell |
2,892
-826
| -22% | -$70.8K | ﹤0.01% | 1222 |
|
|
2019
Q1 | $306K | Hold |
3,718
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q4 | $267K | Buy |
3,718
+826
| +29% | +$59.3K | ﹤0.01% | 1223 |
|
|
2018
Q3 | $247K | Buy |
2,892
+187
| +7% | +$16K | ﹤0.01% | 1390 |
|
|
2018
Q2 | $212K | Hold |
2,705
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q1 | $200K | Buy |
+2,705
| New | +$200K | ﹤0.01% | 1188 |
|
|
2017
Q4 | – | Sell |
-4,179
| Closed | -$283K | – | 1302 |
|
|
2017
Q3 | $283K | Hold |
4,179
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q2 | $269K | Hold |
4,179
| – | – | ﹤0.01% | 1055 |
|
|
2017
Q1 | $257K | Sell |
4,179
-854
| -17% | -$52.5K | ﹤0.01% | 1141 |
|
|
2016
Q4 | $283K | Buy |
+5,033
| New | +$283K | ﹤0.01% | 1018 |
|