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

JP Morgan Private Wealth Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$90.7M Sell
1,214,880
-3,999
-0.3% -$314K 0.26% 93
2023
Q2 		$95.4M Sell
1,218,879
-49,548
-4% -$3.7M 0.5% 44
2023
Q1 		$93.6M Buy
1,268,427
+576,880
+83% +$42.5M 0.2% 115
2022
Q4 		$48.8M Sell
691,547
-1,912
-0.3% -$133K 0.11% 185
2022
Q3 		$43.4M Buy
693,459
+70,106
+11% +$4.84M 0.11% 185
2022
Q2 		$41.7M Sell
623,353
-71,395
-10% -$5.13M 0.11% 195
2022
Q1 		$52.7M Buy
694,748
+34,781
+5% +$2.61M 0.11% 180
2021
Q4 		$50.4M Buy
659,967
+41,127
+7% +$3.05M 0.11% 189
2021
Q3 		$43.9M Buy
618,840
+95,065
+18% +$6.9M 0.11% 196
2021
Q2 		$37.7M Buy
523,775
+105,373
+25% +$7.58M 0.1% 210
2021
Q1 		$28.8M Sell
418,402
-3,215
-0.8% -$211K 0.09% 213
2020
Q4 		$26.2M Buy
421,617
+35,831
+9% +$2.1M 0.09% 213
2020
Q3 		$20.9M Buy
385,786
+92,334
+31% +$5.05M 0.08% 210
2020
Q2 		$15.3M Buy
293,452
+275,200
+1,508% +$14.1M 0.07% 223
2020
Q1 		$843K Sell
18,252
-8,549
-32% -$492K ﹤0.01% 762
2019
Q4 		$1.69M Buy
26,801
+6,853
+34% +$413K 0.01% 646
2019
Q3 		$1.15M Buy
19,948
+5,342
+37% +$304K 0.01% 712
2019
Q2 		$827K Sell
14,606
-233
-2% -$13K ﹤0.01% 806
2019
Q1 		$814K Sell
14,839
-7,827
-35% -$418K ﹤0.01% 860
2018
Q4 		$1.11M Buy
22,666
+3,579
+19% +$190K 0.01% 720
2018
Q3 		$1.08M Buy
19,087
+332
+2% +$18.6K 0.01% 804
2018
Q2 		$1.01M Buy
18,755
+5,437
+41% +$293K 0.01% 776
2018
Q1 		$707K Sell
13,318
-711
-5% -$39.4K ﹤0.01% 757
2017
Q4 		$777K Buy
14,029
+3,687
+36% +$198K 0.01% 729
2017
Q3 		$541K Sell
10,342
-152
-1% -$7.8K ﹤0.01% 815
2017
Q2 		$535K Buy
10,494
+757
+8% +$38.2K ﹤0.01% 818
2017
Q1 		$492K Sell
9,737
-21,586
-69% -$1.09M ﹤0.01% 865
2016
Q4 		$1.54M Buy
31,323
+22,056
+238% +$1.04M 0.01% 490
2016
Q3 		$427K Buy
9,267
+270
+3% +$12.4K ﹤0.01% 842
2016
Q2 		$403K Sell
8,997
-2,568
-22% -$113K ﹤0.01% 859
2016
Q1 		$496K Buy
11,565
+2,034
+21% +$82.6K ﹤0.01% 760
2015
Q4 		$405K Hold
9,531
– – ﹤0.01% 756
2015
Q3 		$386K Sell
9,531
-315
-3% -$13.6K ﹤0.01% 707
2015
Q2 		$442K Hold
9,846
– – 0.01% 715
2015
Q1 		$443K Hold
9,846
– – 0.01% 757
2014
Q4 		$448K Hold
9,846
– – 0.01% 748
2014
Q3 		$428K Hold
9,846
– – 0.01% 744
2014
Q2 		$435K Sell
9,846
-1,515
-13% -$64.7K 0.01% 607
2014
Q1 		$479K Buy
11,361
+1,395
+14% +$57.1K 0.01% 577
2013
Q4 		$410K Sell
9,966
-3,360
-25% -$133K 0.01% 485
2013
Q3 		$502K Buy
13,326
+3,045
+30% +$115K 0.01% 434
2013
Q2 		$375K Buy
+10,281
New +$373K 0.01% 460

Other funds holding IUSV

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.33% in Q3 2023, selling an estimated $314K and leaving 1,214,880 shares worth $90.7M. The position accounts for 0.26% of the portfolio, ranked #93.

JP Morgan Private Wealth Advisors first reported a position in IUSV in Q2 2013 and has held it in 42 quarters since. The position peaked at $95.4M in Q2 2023. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,214,880 shares of iShares Core S&P US Value ETF worth $90.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,999 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $314K.
  • iShares Core S&P US Value ETF made up 0.26% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #93 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core S&P US Value ETF position peaked at $95.4M in Q2 2023.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

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