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JP Morgan Private Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$169M Buy
1,777,363
+43,958
+3% +$4.31M 0.48% 51
2023
Q2 		$169M Sell
1,733,405
-138,733
-7% -$12.7M 0.88% 26
2023
Q1 		$166M Buy
1,872,138
+267,165
+17% +$22.8M 0.35% 70
2022
Q4 		$131M Sell
1,604,973
-161,039
-9% -$13.5M 0.29% 81
2022
Q3 		$142M Sell
1,766,012
-27,230
-2% -$2.45M 0.37% 74
2022
Q2 		$150M Sell
1,793,242
-40,247
-2% -$3.69M 0.38% 70
2022
Q1 		$194M Buy
1,833,489
+115,439
+7% +$12M 0.42% 62
2021
Q4 		$199M Buy
1,718,050
+114,934
+7% +$12.8M 0.43% 58
2021
Q3 		$164M Buy
1,603,116
+240,405
+18% +$25.4M 0.4% 59
2021
Q2 		$138M Buy
1,362,711
+241,696
+22% +$23.3M 0.36% 68
2021
Q1 		$102M Buy
1,121,015
+18,815
+2% +$1.7M 0.33% 72
2020
Q4 		$97.8M Buy
1,102,200
+27,583
+3% +$2.32M 0.32% 76
2020
Q3 		$85.9M Buy
1,074,617
+146,349
+16% +$11.5M 0.34% 71
2020
Q2 		$66.7M Buy
928,268
+85,464
+10% +$5.68M 0.3% 87
2020
Q1 		$48.1M Buy
842,804
+113,321
+16% +$7.46M 0.27% 97
2019
Q4 		$49.3M Buy
729,483
+88,757
+14% +$5.75M 0.22% 114
2019
Q3 		$40.3M Buy
640,726
+112,501
+21% +$7.11M 0.21% 116
2019
Q2 		$33.1M Buy
528,225
+3,077
+0.6% +$189K 0.18% 127
2019
Q1 		$31.7M Buy
525,148
+84,958
+19% +$4.87M 0.17% 137
2018
Q4 		$23.2M Buy
440,190
+49,627
+13% +$2.81M 0.14% 155
2018
Q3 		$24.3M Buy
390,563
+35,084
+10% +$2.12M 0.12% 178
2018
Q2 		$20.3M Buy
355,479
+60,680
+21% +$3.43M 0.11% 183
2018
Q1 		$16.1M Buy
294,799
+37,937
+15% +$2.13M 0.11% 180
2017
Q4 		$13.8M Buy
256,862
+42,277
+20% +$2.22M 0.09% 197
2017
Q3 		$10.8M Buy
214,585
+40,170
+23% +$1.99M 0.08% 213
2017
Q2 		$8.41M Buy
174,415
+28,070
+19% +$1.34M 0.06% 238
2017
Q1 		$6.79M Buy
146,345
+45,959
+46% +$2.08M 0.05% 269
2016
Q4 		$4.31M Buy
100,386
+18,667
+23% +$792K 0.04% 304
2016
Q3 		$3.48M Sell
81,719
-9,997
-11% -$424K 0.03% 333
2016
Q2 		$3.75M Sell
91,716
-23,578
-20% -$957K 0.04% 315
2016
Q1 		$4.68M Sell
115,294
-105,744
-48% -$4.06M 0.04% 258
2015
Q4 		$8.97M Buy
221,038
+64,126
+41% +$2.61M 0.09% 190
2015
Q3 		$5.96M Buy
156,912
+78,614
+100% +$3.17M 0.07% 215
2015
Q2 		$3.18M Buy
78,298
+5,228
+7% +$216K 0.04% 299
2015
Q1 		$2.97M Sell
73,070
-7,288
-9% -$291K 0.03% 314
2014
Q4 		$3.15M Buy
80,358
+7,646
+11% +$292K 0.04% 305
2014
Q3 		$2.72M Sell
72,712
-55,172
-43% -$2.06M 0.03% 327
2014
Q2 		$4.76M Sell
127,884
-5,150
-4% -$185K 0.08% 209
2014
Q1 		$4.72M Buy
133,034
+2,476
+2% +$87.3K 0.09% 198
2013
Q4 		$4.61M Buy
130,558
+1,918
+1% +$64.6K 0.09% 192
2013
Q3 		$4.13M Sell
128,640
-4,582
-3% -$144K 0.09% 193
2013
Q2 		$3.97M Buy
+133,222
New +$3.99M 0.1% 189

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.5% in Q3 2023, buying an estimated $4.31M and bringing the position to 1,777,363 shares worth $169M. The position accounts for 0.48% of the portfolio, ranked #51.

JP Morgan Private Wealth Advisors first reported a position in IUSG in Q2 2013 and has held it in 42 quarters since. The position peaked at $199M in Q4 2021. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,777,363 shares of iShares Core S&P US Growth ETF worth $169M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 43,958 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $4.31M.
  • iShares Core S&P US Growth ETF made up 0.48% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #51 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $199M in Q4 2021.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

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