JP Morgan Private Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
|
|||||
|
2023
Q2 | $2.2M | Sell |
|
|||||
|
2023
Q1 | $2.33M | Buy |
|
|||||
|
2022
Q4 | $1.18M | Sell |
|
|||||
|
2022
Q3 | $2.18M | Buy |
|
|||||
|
2022
Q2 | $1.59M | Sell |
|
|||||
|
2022
Q1 | $1.8M | Buy |
|
|||||
|
2021
Q4 | $856K | Buy |
|
|||||
|
2021
Q3 | $786K | Buy |
|
|||||
|
2021
Q2 | $777K | Buy |
|
|||||
|
2021
Q1 | $648K | Sell |
|
|||||
|
2020
Q4 | $591K | Buy |
|
|||||
|
2020
Q3 | $512K | Sell |
|
|||||
|
2020
Q2 | $519K | Sell |
|
|||||
|
2020
Q1 | $494K | Sell |
|
|||||
|
2019
Q4 | $679K | Buy |
|
|||||
|
2019
Q3 | $602K | Buy |
|
|||||
|
2019
Q2 | $592K | Sell |
|
|||||
|
2019
Q1 | $669K | Sell |
|
|||||
|
2018
Q4 | $646K | Buy |
|