JPMorgan Chase & Co
IWR icon

JPMorgan Chase & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$605M Sell
6,575,928
-231,818
-3% -$21.3M 0.04% 351
2025
Q1
$579M Sell
6,807,746
-75,028
-1% -$6.38M 0.04% 333
2024
Q4
$608M Sell
6,882,774
-177,140
-3% -$15.7M 0.05% 313
2024
Q3
$622M Buy
7,059,914
+198,719
+3% +$17.5M 0.05% 314
2024
Q2
$556M Sell
6,861,195
-83,542
-1% -$6.77M 0.05% 329
2024
Q1
$584M Sell
6,944,737
-75,366
-1% -$6.34M 0.05% 326
2023
Q4
$546M Buy
7,020,103
+67,735
+1% +$5.27M 0.05% 313
2023
Q3
$481M Buy
6,952,368
+190,254
+3% +$13.2M 0.05% 305
2023
Q2
$494M Buy
6,762,114
+240,879
+4% +$17.6M 0.05% 303
2023
Q1
$456M Sell
6,521,235
-232,014
-3% -$16.2M 0.06% 309
2022
Q4
$456M Buy
6,753,249
+136,555
+2% +$9.21M 0.06% 294
2022
Q3
$411M Buy
6,616,694
+164,820
+3% +$10.2M 0.06% 294
2022
Q2
$417M Sell
6,451,874
-142,214
-2% -$9.2M 0.06% 296
2022
Q1
$515M Sell
6,594,088
-5,279,494
-44% -$412M 0.06% 282
2021
Q4
$986M Buy
11,873,582
+86,741
+0.7% +$7.2M 0.11% 184
2021
Q3
$922M Buy
11,786,841
+4,871,983
+70% +$381M 0.11% 186
2021
Q2
$548M Buy
6,914,858
+113,522
+2% +$9M 0.07% 291
2021
Q1
$503M Sell
6,801,336
-200,005
-3% -$14.8M 0.07% 281
2020
Q4
$480M Sell
7,001,341
-6,139,190
-47% -$421M 0.07% 260
2020
Q3
$751M Sell
13,140,531
-18,545
-0.1% -$1.06M 0.13% 162
2020
Q2
$705M Sell
13,159,076
-294,814
-2% -$15.8M 0.14% 160
2020
Q1
$581M Sell
13,453,890
-691,385
-5% -$29.8M 0.14% 154
2019
Q4
$843M Buy
14,145,275
+497,687
+4% +$29.7M 0.16% 128
2019
Q3
$764M Buy
13,647,588
+253,775
+2% +$14.2M 0.15% 143
2019
Q2
$742M Sell
13,393,813
-88,002
-0.7% -$4.88M 0.15% 146
2019
Q1
$727M Sell
13,481,815
-183,096
-1% -$9.88M 0.15% 140
2018
Q4
$635M Buy
13,664,911
+10,289,307
+305% +$478M 0.15% 141
2018
Q3
$744M Sell
3,375,604
-7,401
-0.2% -$1.63M 0.14% 143
2018
Q2
$718M Sell
3,383,005
-39,695
-1% -$8.42M 0.15% 134
2018
Q1
$707M Buy
3,422,700
+203,368
+6% +$42M 0.15% 143
2017
Q4
$670M Sell
3,219,332
-28,077
-0.9% -$5.84M 0.14% 147
2017
Q3
$638M Sell
3,247,409
-1,355,566
-29% -$266M 0.14% 149
2017
Q2
$884M Sell
4,602,975
-3,518,467
-43% -$676M 0.2% 95
2017
Q1
$1.52B Buy
8,121,442
+230,774
+3% +$43.2M 0.35% 49
2016
Q4
$1.41B Sell
7,890,668
-37,799
-0.5% -$6.76M 0.34% 49
2016
Q3
$1.38B Buy
7,928,467
+2,294
+0% +$400K 0.34% 51
2016
Q2
$1.33B Sell
7,926,173
-130,761
-2% -$22M 0.33% 55
2016
Q1
$1.31B Sell
8,056,934
-1,489,899
-16% -$243M 0.34% 55
2015
Q4
$1.53B Buy
9,546,833
+253,349
+3% +$40.6M 0.38% 47
2015
Q3
$1.45B Buy
9,293,484
+291,775
+3% +$45.4M 0.39% 46
2015
Q2
$1.53B Buy
9,001,709
+915,508
+11% +$156M 0.36% 48
2015
Q1
$1.4B Buy
8,086,201
+116,744
+1% +$20.2M 0.32% 52
2014
Q4
$1.33B Buy
7,969,457
+415,156
+5% +$69.3M 0.3% 60
2014
Q3
$1.2B Buy
7,554,301
+26,105
+0.3% +$4.13M 0.28% 63
2014
Q2
$1.22B Buy
7,528,196
+12,028
+0.2% +$1.96M 0.31% 61
2014
Q1
$1.16B Buy
7,516,168
+278,474
+4% +$43.1M 0.32% 57
2013
Q4
$1.09B Sell
7,237,694
-79,970
-1% -$12M 0.31% 63
2013
Q3
$1.02B Buy
7,317,664
+37,060
+0.5% +$5.15M 0.3% 62
2013
Q2
$946M Buy
+7,280,604
New +$946M 0.3% 68