JP Morgan Private Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $67.6M | Sell |
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|
2023
Q2 | $75.5M | Sell |
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|
2023
Q1 | $96.5M | Sell |
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|
2022
Q4 | $107M | Buy |
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|
2022
Q3 | $86.7M | Buy |
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|
2022
Q2 | $87M | Buy |
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|
2022
Q1 | $97.4M | Buy |
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|
2021
Q4 | $101M | Buy |
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|
2021
Q3 | $88.9M | Buy |
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|
2021
Q2 | $83.6M | Buy |
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|
2021
Q1 | $68.5M | Sell |
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|
2020
Q4 | $59.2M | Buy |
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|
2020
Q3 | $42.1M | Buy |
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|
2020
Q2 | $39.1M | Sell |
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|
2020
Q1 | $32.8M | Sell |
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|
2019
Q4 | $70.8M | Buy |
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|
2019
Q3 | $62.6M | Sell |
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|
2019
Q2 | $63.3M | Sell |
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|
2019
Q1 | $63.1M | Sell |
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|
2018
Q4 | $57M | Buy |
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|
2018
Q3 | $63.1M | Buy |
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|
2018
Q2 | $48.8M | Buy |
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|
2018
Q1 | $36M | Buy |
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|
2017
Q4 | $32.9M | Buy |
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|
2017
Q3 | $30.9M | Buy |
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|
2017
Q2 | $28.5M | Buy |
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|
2017
Q1 | $26.9M | Buy |
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|
2016
Q4 | $23.2M | Buy |
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|
2016
Q3 | $17.6M | Buy |
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|
2016
Q2 | $14.6M | Sell |
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|
2016
Q1 | $14.7M | Sell |
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|
2015
Q4 | $14.4M | Buy |
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|
2015
Q3 | $13.1M | Buy |
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|
2015
Q2 | $13M | Buy |
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|
2015
Q1 | $12.5M | Buy |
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|
2014
Q4 | $12M | Sell |
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|
2014
Q3 | $11.3M | Sell |
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|
2014
Q2 | $13.4M | Buy |
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|
2014
Q1 | $12.7M | Buy |
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|
2013
Q4 | $11.3M | Buy |
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|
2013
Q3 | $8.86M | Buy |
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|
2013
Q2 | $5.57M | Buy |
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