JP Morgan Private Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.05M | Sell |
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|
2023
Q2 | $3.47M | Sell |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $8.56M | Buy |
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|
2021
Q3 | $7M | Sell |
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|
2021
Q2 | $8.64M | Buy |
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|
2021
Q1 | $6.03M | Sell |
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|
2020
Q4 | $6.14M | Buy |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.17M | Buy |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $761K | Sell |
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|
2019
Q2 | $795K | Sell |
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|
2019
Q1 | $744K | Sell |
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|
2018
Q4 | $689K | Sell |
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|
2018
Q3 | $861K | Buy |
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|
2018
Q2 | $716K | Buy |
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|
2018
Q1 | $678K | Buy |
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|
2017
Q4 | $653K | Sell |
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|
2017
Q3 | $798K | Buy |
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|
2017
Q2 | $672K | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.17M | Buy |
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|
2016
Q2 | $1.11M | Sell |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $490K | Buy |
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|
2015
Q3 | $448K | Sell |
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|
2015
Q2 | $511K | Sell |
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|
2015
Q1 | $541K | Sell |
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|
2014
Q4 | $514K | Sell |
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|
2014
Q3 | $493K | Buy |
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|
2014
Q2 | $481K | Sell |
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|
2014
Q1 | $470K | Sell |
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|
2013
Q4 | $480K | Buy |
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|
2013
Q3 | $443K | Sell |
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|
2013
Q2 | $405K | Buy |
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