JMPWA
IGV icon

JP Morgan Private Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$14.8M Buy
217,040
+4,485
+2% +$315K 0.04% 313
2023
Q2 		$14.7M Sell
212,555
-87,325
-29% -$5.48M 0.08% 188
2023
Q1 		$18.3M Sell
299,880
-13,105
-4% -$735K 0.04% 320
2022
Q4 		$16M Sell
312,985
-110,765
-26% -$5.74M 0.04% 340
2022
Q3 		$21.2M Sell
423,750
-15,650
-4% -$889K 0.06% 277
2022
Q2 		$23.7M Sell
439,400
-25,070
-5% -$1.47M 0.06% 264
2022
Q1 		$32M Buy
464,470
+28,385
+7% +$1.95M 0.07% 252
2021
Q4 		$34.7M Buy
436,085
+30,190
+7% +$2.52M 0.07% 241
2021
Q3 		$32.4M Buy
405,895
+116,115
+40% +$9.48M 0.08% 240
2021
Q2 		$22.6M Buy
289,780
+130,685
+82% +$9.47M 0.06% 283
2021
Q1 		$10.9M Sell
159,095
-3,995
-2% -$283K 0.04% 355
2020
Q4 		$11.6M Buy
163,090
+39,825
+32% +$2.64M 0.04% 342
2020
Q3 		$7.67M Buy
123,265
+70,170
+132% +$4.21M 0.03% 368
2020
Q2 		$3.02M Buy
53,095
+3,070
+6% +$154K 0.01% 481
2020
Q1 		$2.1M Buy
50,025
+33,280
+199% +$1.57M 0.01% 529
2019
Q4 		$780K Buy
16,745
+240
+1% +$10.6K ﹤0.01% 887
2019
Q3 		$699K Buy
16,505
+6,000
+57% +$262K ﹤0.01% 889
2019
Q2 		$459K Sell
10,505
-700
-6% -$30K ﹤0.01% 1025
2019
Q1 		$472K Buy
11,205
+575
+5% +$22.7K ﹤0.01% 1059
2018
Q4 		$369K Buy
10,630
+140
+1% +$5.08K ﹤0.01% 1076
2018
Q3 		$430K Hold
10,490
– – ﹤0.01% 1129
2018
Q2 		$383K Hold
10,490
– – ﹤0.01% 1110
2018
Q1 		$356K Buy
10,490
+10
+0.1% +$338 ﹤0.01% 985
2017
Q4 		$324K Buy
10,480
+100
+1% +$3.08K ﹤0.01% 1026
2017
Q3 		$304K Sell
10,380
-1,045
-9% -$29.9K ﹤0.01% 1017
2017
Q2 		$313K Sell
11,425
-1,375
-11% -$36.8K ﹤0.01% 998
2017
Q1 		$324K Hold
12,800
– – ﹤0.01% 1034
2016
Q4 		$279K Buy
12,800
+1,375
+12% +$30.7K ﹤0.01% 1029
2016
Q3 		$259K Sell
11,425
-1,000
-8% -$22.2K ﹤0.01% 1046
2016
Q2 		$261K Buy
12,425
+1,000
+9% +$20.6K ﹤0.01% 1038
2016
Q1 		$230K Buy
+11,425
New +$216K ﹤0.01% 1034

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IGV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.1% in Q3 2023, buying an estimated $315K and bringing the position to 217,040 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #313.

JP Morgan Private Wealth Advisors first reported a position in IGV in Q1 2016 and has held it in 31 quarters since. The position peaked at $34.7M in Q4 2021. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 217,040 shares of iShares Expanded Tech-Software Sector ETF worth $14.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,485 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $315K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #313 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $34.7M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.