JPMorgan Chase & Co’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188M | Sell |
535,959
-39,227
| -7% | -$13.8M | 0.01% | 660 |
|
|
2025
Q1 | $183M | Sell |
575,186
-28,794
| -5% | -$9.15M | 0.01% | 665 |
|
|
2024
Q4 | $202M | Buy |
603,980
+152,260
| +34% | +$50.9M | 0.02% | 613 |
|
|
2024
Q3 | $148M | Sell |
451,720
-78,036
| -15% | -$25.5M | 0.01% | 751 |
|
|
2024
Q2 | $164M | Sell |
529,756
-94,277
| -15% | -$29.1M | 0.01% | 680 |
|
|
2024
Q1 | $187M | Sell |
624,033
-322,483
| -34% | -$96.8M | 0.02% | 632 |
|
|
2023
Q4 | $259M | Buy |
946,516
+686,337
| +264% | +$188M | 0.02% | 505 |
|
|
2023
Q3 | $63.8M | Sell |
260,179
-62,676
| -19% | -$15.4M | 0.01% | 915 |
|
|
2023
Q2 | $82.2M | Buy |
322,855
+44,577
| +16% | +$11.3M | 0.01% | 859 |
|
|
2023
Q1 | $65.5M | Buy |
278,278
+4,049
| +1% | +$953K | 0.01% | 891 |
|
|
2022
Q4 | $60.5M | Buy |
274,229
+10,933
| +4% | +$2.41M | 0.01% | 911 |
|
|
2022
Q3 | $54.5M | Buy |
263,296
+8,460
| +3% | +$1.75M | 0.01% | 924 |
|
|
2022
Q2 | $55.4M | Sell |
254,836
-15,468
| -6% | -$3.36M | 0.01% | 918 |
|
|
2022
Q1 | $70.9M | Buy |
270,304
+7,447
| +3% | +$1.95M | 0.01% | 919 |
|
|
2021
Q4 | $72.9M | Buy |
262,857
+558
| +0.2% | +$155K | 0.01% | 932 |
|
|
2021
Q3 | $66.8M | Sell |
262,299
-35,080
| -12% | -$8.94M | 0.01% | 964 |
|
|
2021
Q2 | $76.1M | Buy |
297,379
+8,740
| +3% | +$2.24M | 0.01% | 951 |
|
|
2021
Q1 | $68.5M | Buy |
288,639
+26,487
| +10% | +$6.28M | 0.01% | 962 |
|
|
2020
Q4 | $58.6M | Buy |
262,152
+4,149
| +2% | +$928K | 0.01% | 919 |
|
|
2020
Q3 | $50.2M | Sell |
258,003
-15,232
| -6% | -$2.96M | 0.01% | 888 |
|
|
2020
Q2 | $49.2M | Sell |
273,235
-19,173
| -7% | -$3.45M | 0.01% | 835 |
|
|
2020
Q1 | $43.4M | Buy |
292,408
+23,270
| +9% | +$3.45M | 0.01% | 797 |
|
|
2019
Q4 | $50.7M | Sell |
269,138
-11,199
| -4% | -$2.11M | 0.01% | 864 |
|
|
2019
Q3 | $48.7M | Buy |
280,337
+282
| +0.1% | +$49K | 0.01% | 875 |
|
|
2019
Q2 | $48M | Sell |
280,055
-1,827
| -0.6% | -$313K | 0.01% | 886 |
|
|
2019
Q1 | $47M | Sell |
281,882
-49,761
| -15% | -$8.3M | 0.01% | 889 |
|
|
2018
Q4 | $48.7M | Buy |
331,643
+83,007
| +33% | +$12.2M | 0.01% | 808 |
|
|
2018
Q3 | $42.8M | Buy |
248,636
+2,439
| +1% | +$420K | 0.01% | 988 |
|
|
2018
Q2 | $40M | Buy |
246,197
+32,081
| +15% | +$5.21M | 0.01% | 994 |
|
|
2018
Q1 | $33.5M | Buy |
214,116
+12,230
| +6% | +$1.91M | 0.01% | 1080 |
|
|
2017
Q4 | $31.9M | Buy |
201,886
+20,866
| +12% | +$3.3M | 0.01% | 1101 |
|
|
2017
Q3 | $26.9M | Buy |
181,020
+2,492
| +1% | +$371K | 0.01% | 1167 |
|
|
2017
Q2 | $25.7M | Buy |
178,528
+10,587
| +6% | +$1.52M | 0.01% | 1164 |
|
|
2017
Q1 | $23.5M | Buy |
167,941
+21,858
| +15% | +$3.06M | 0.01% | 1218 |
|
|
2016
Q4 | $19.4M | Buy |
146,083
+58,900
| +68% | +$7.83M | ﹤0.01% | 1317 |
|
|
2016
Q3 | $11.2M | Sell |
87,183
-9,297
| -10% | -$1.19M | ﹤0.01% | 1531 |
|
|
2016
Q2 | $12M | Sell |
96,480
-65,449
| -40% | -$8.12M | ﹤0.01% | 1545 |
|
|
2016
Q1 | $19.6M | Sell |
161,929
-219
| -0.1% | -$26.5K | 0.01% | 1221 |
|
|
2015
Q4 | $19.5M | Sell |
162,148
-14,008
| -8% | -$1.69M | ﹤0.01% | 1193 |
|
|
2015
Q3 | $20.1M | Buy |
176,156
+30,984
| +21% | +$3.53M | 0.01% | 1146 |
|
|
2015
Q2 | $18M | Buy |
145,172
+32,389
| +29% | +$4.02M | ﹤0.01% | 1321 |
|
|
2015
Q1 | $14M | Buy |
112,783
+23,249
| +26% | +$2.88M | ﹤0.01% | 1527 |
|
|
2014
Q4 | $11M | Sell |
89,534
-106,320
| -54% | -$13M | ﹤0.01% | 1635 |
|
|
2014
Q3 | $22.9M | Buy |
195,854
+14,309
| +8% | +$1.67M | 0.01% | 1206 |
|
|
2014
Q2 | $21.4M | Buy |
181,545
+665
| +0.4% | +$78.3K | 0.01% | 1279 |
|
|
2014
Q1 | $20.3M | Buy |
180,880
+6,327
| +4% | +$711K | 0.01% | 1278 |
|
|
2013
Q4 | $19.3M | Sell |
174,553
-110,759
| -39% | -$12.3M | 0.01% | 1261 |
|
|
2013
Q3 | $28.9M | Sell |
285,312
-22,023
| -7% | -$2.23M | 0.01% | 1046 |
|
|
2013
Q2 | $29.6M | Buy |
+307,335
| New | +$29.6M | 0.01% | 957 |
|