JP Morgan Private Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $575K | Buy |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $553K | Hold |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.1M | Hold |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $941K | Buy |
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|
2018
Q3 | $437K | Hold |
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|
2018
Q2 | $433K | Sell |
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|
2018
Q1 | $418K | Hold |
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|
2017
Q4 | $432K | Hold |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $461K | Hold |
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|
2017
Q1 | $455K | Buy |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $327K | Hold |
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|
2016
Q1 | $323K | Buy |
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