JP Morgan Private Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17M | Sell |
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|
2023
Q2 | $19.9M | Sell |
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|
2023
Q1 | $25.8M | Sell |
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|
2022
Q4 | $30.7M | Sell |
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|
2022
Q3 | $31.4M | Sell |
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|
2022
Q2 | $35.7M | Buy |
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|
2022
Q1 | $37.7M | Buy |
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|
2021
Q4 | $36.5M | Sell |
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|
2021
Q3 | $36.9M | Buy |
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|
2021
Q2 | $37.9M | Buy |
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|
2021
Q1 | $30.9M | Buy |
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|
2020
Q4 | $14.5M | Buy |
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|
2020
Q3 | $7.5M | Buy |
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|
2020
Q2 | $7.14M | Sell |
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|
2020
Q1 | $8.24M | Sell |
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|
2019
Q4 | $17.9M | Buy |
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|
2019
Q3 | $16.4M | Sell |
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|
2019
Q2 | $17.2M | Sell |
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|
2019
Q1 | $17.4M | Sell |
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|
2018
Q4 | $16.3M | Sell |
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|
2018
Q3 | $22.3M | Buy |
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|
2018
Q2 | $16.8M | Buy |
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|
2018
Q1 | $14.9M | Sell |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q3 | $13M | Buy |
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|
2017
Q2 | $10.2M | Buy |
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|
2017
Q1 | $9.7M | Sell |
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|
2016
Q4 | $10.1M | Buy |
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|
2016
Q3 | $8.24M | Sell |
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|
2016
Q2 | $7.74M | Sell |
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|
2016
Q1 | $8.32M | Sell |
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|
2015
Q4 | $9.77M | Buy |
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|
2015
Q3 | $9.23M | Sell |
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|
2015
Q2 | $10.6M | Buy |
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|
2015
Q1 | $8.32M | Buy |
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|
2014
Q4 | $6.63M | Buy |
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|
2014
Q3 | $5.85M | Buy |
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|
2014
Q2 | $4.55M | Buy |
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|
2014
Q1 | $3.9M | Sell |
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|
2013
Q4 | $3.92M | Sell |
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|
2013
Q3 | $3.63M | Buy |
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|
2013
Q2 | $3.06M | Buy |
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