JP Morgan Private Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$706K Buy
2023
Q2
$730K Sell
2023
Q1
$780K Buy
2022
Q4
$705K Buy
2022
Q3
$659K Buy
2022
Q2
$628K Buy
2022
Q1
$758K Buy
2021
Q4
$799K Buy
2015
Q2
Sell
2015
Q1
$229K Buy