J.P. Morgan Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.99M | Buy |
36,417
+1,145
| +3% | +$62.4K | 0.01% | 737 |
|
|
2023
Q2 | $2.03M | Buy |
35,272
+26,406
| +298% | +$1.52M | 0.01% | 557 |
|
|
2023
Q1 | $486K | Buy |
8,866
+3,114
| +54% | +$171K | ﹤0.01% | 1491 |
|
|
2022
Q4 | $306K | Sell |
5,752
-16,417
| -74% | -$872K | ﹤0.01% | 1657 |
|
|
2022
Q3 | $1.1M | Buy |
22,169
+10,481
| +90% | +$521K | ﹤0.01% | 1088 |
|
|
2022
Q2 | $603K | Sell |
11,688
-6,945
| -37% | -$358K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $1.16M | Sell |
18,633
-175,786
| -90% | -$11M | ﹤0.01% | 1143 |
|
|
2021
Q4 | $12.9M | Buy |
194,419
+188,594
| +3,238% | +$12.5M | 0.03% | 392 |
|
|
2021
Q3 | $374K | Buy |
5,825
+3
| +0.1% | +$193 | ﹤0.01% | 1622 |
|
|
2021
Q2 | $386K | Buy |
5,822
+2,310
| +66% | +$153K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $221K | Sell |
3,512
-954
| -21% | -$60K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $254K | Buy |
+4,466
| New | +$254K | ﹤0.01% | 1565 |
|