JP Morgan Private Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,609	Closed	-$219K	–	1692
2023 Q1	$219K	Sell	5,609 -3,730	-40%	-$145K	﹤0.01%	1797
2022 Q4	$337K	Sell	9,339 -3,920	-30%	-$143K	﹤0.01%	1615
2022 Q3	$460K	Buy	+13,259	New	+$508K	﹤0.01%	1498

Other funds holding ISCG

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ISCG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q2 2023, closing a stake of 5,609 shares — an estimated $219K sold.

JP Morgan Private Wealth Advisors first reported a position in ISCG in Q3 2022 and held it in 3 quarters. The position peaked at $460K in Q3 2022. 115 funds tracked by Wall St. Rank hold ISCG as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,609 iShares Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $219K.
JP Morgan Private Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $460K in Q3 2022.
115 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.