JP Morgan Private Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $998K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $1.97M | Sell |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.69M | Buy |
|