J.P. Morgan Private Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,994
| Closed | -$1.3M | – | 1854 |
|
|
2023
Q1 | $1.3M | Buy |
+10,994
| New | +$1.3M | ﹤0.01% | 1046 |
|
|
2022
Q4 | – | Sell |
-8,336
| Closed | -$869K | – | 1998 |
|
|
2022
Q3 | $869K | Buy |
8,336
+1,582
| +23% | +$165K | ﹤0.01% | 1207 |
|
|
2022
Q2 | $743K | Buy |
+6,754
| New | +$743K | ﹤0.01% | 1283 |
|