JP Morgan Private Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $906K | Hold |
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|
2022
Q4 | $838K | Hold |
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|
2022
Q3 | $791K | Hold |
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|
2022
Q2 | $837K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $970K | Buy |
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|
2021
Q2 | $958K | Hold |
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|
2021
Q1 | $882K | Hold |
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|
2020
Q4 | $841K | Hold |
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|
2020
Q3 | $756K | Hold |
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|
2020
Q2 | $690K | Hold |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $704K | Buy |
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|
2019
Q3 | $642K | Hold |
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|
2019
Q2 | $634K | Hold |
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|
2019
Q1 | $611K | Hold |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $696K | Hold |
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|
2018
Q2 | $650K | Hold |
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|
2018
Q1 | $626K | Buy |
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|
2017
Q4 | $486K | Hold |
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|
2017
Q3 | $456K | Hold |
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|
2017
Q2 | $440K | Hold |
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|
2017
Q1 | $426K | Hold |
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|
2016
Q4 | $403K | Buy |
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|
2016
Q3 | $341K | Hold |
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|
2016
Q2 | $330K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $325K | Hold |
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|
2015
Q3 | $302K | Hold |
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|
2015
Q2 | $326K | Hold |
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|
2015
Q1 | $323K | Hold |
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|
2014
Q4 | $326K | Hold |
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|
2014
Q3 | $311K | Hold |
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|
2014
Q2 | $309K | Sell |
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|
2014
Q1 | $326K | Sell |
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|
2013
Q4 | $2.74M | Sell |
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|
2013
Q3 | $2.62M | Sell |
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|
2013
Q2 | $2.75M | Buy |
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