JP Morgan Private Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $231M | Sell |
3,375,249
-25,388
| -0.7% | -$1.8M | 0.66% | 29 |
|
|
2023
Q2 | $240M | Sell |
3,400,637
-162,245
| -5% | -$10.7M | 1.24% | 13 |
|
|
2023
Q1 | $228M | Buy |
3,562,882
+19,144
| +0.5% | +$1.17M | 0.48% | 48 |
|
|
2022
Q4 | $207M | Buy |
3,543,738
+19,553
| +0.6% | +$1.17M | 0.46% | 56 |
|
|
2022
Q3 | $204M | Buy |
3,524,185
+226,185
| +7% | +$14.7M | 0.53% | 46 |
|
|
2022
Q2 | $199M | Buy |
3,298,000
+40,681
| +1% | +$2.69M | 0.51% | 50 |
|
|
2022
Q1 | $249M | Sell |
3,257,319
-97,854
| -3% | -$7.35M | 0.54% | 41 |
|
|
2021
Q4 | $281M | Sell |
3,355,173
-51,102
| -2% | -$4.12M | 0.6% | 31 |
|
|
2021
Q3 | $252M | Buy |
3,406,275
+170,112
| +5% | +$13M | 0.62% | 31 |
|
|
2021
Q2 | $235M | Buy |
3,236,163
+267,003
| +9% | +$18.5M | 0.61% | 33 |
|
|
2021
Q1 | $193M | Sell |
2,969,160
-100,556
| -3% | -$6.5M | 0.63% | 32 |
|
|
2020
Q4 | $196M | Buy |
3,069,716
+422,700
| +16% | +$25.6M | 0.64% | 30 |
|
|
2020
Q3 | $153M | Buy |
2,647,016
+551,532
| +26% | +$31.2M | 0.6% | 38 |
|
|
2020
Q2 | $109M | Buy |
2,095,484
+100,264
| +5% | +$4.81M | 0.5% | 50 |
|
|
2020
Q1 | $82.3M | Buy |
1,995,220
+123,172
| +7% | +$5.82M | 0.47% | 53 |
|
|
2019
Q4 | $90.6M | Buy |
1,872,048
+32,252
| +2% | +$1.49M | 0.41% | 64 |
|
|
2019
Q3 | $82.8M | Buy |
1,839,796
+41,128
| +2% | +$1.86M | 0.43% | 63 |
|
|
2019
Q2 | $80.6M | Sell |
1,798,668
-49,872
| -3% | -$2.19M | 0.44% | 56 |
|
|
2019
Q1 | $79.7M | Sell |
1,848,540
-279,392
| -13% | -$11.4M | 0.42% | 60 |
|
|
2018
Q4 | $80.2M | Sell |
2,127,932
-358,916
| -14% | -$14.5M | 0.49% | 53 |
|
|
2018
Q3 | $110M | Sell |
2,486,848
-181,168
| -7% | -$7.79M | 0.54% | 42 |
|
|
2018
Q2 | $108M | Buy |
2,668,016
+127,580
| +5% | +$5.12M | 0.61% | 35 |
|
|
2018
Q1 | $98.5M | Buy |
2,540,436
+7,852
| +0.3% | +$313K | 0.67% | 35 |
|
|
2017
Q4 | $96.7M | Sell |
2,532,584
-257,352
| -9% | -$9.62M | 0.64% | 39 |
|
|
2017
Q3 | $100M | Buy |
2,789,936
+23,276
| +0.8% | +$820K | 0.72% | 30 |
|
|
2017
Q2 | $94.7M | Buy |
2,766,660
+202,652
| +8% | +$6.87M | 0.72% | 30 |
|
|
2017
Q1 | $84.3M | Buy |
2,564,008
+31,984
| +1% | +$1.03M | 0.65% | 39 |
|
|
2016
Q4 | $77.1M | Buy |
2,532,024
+38,392
| +2% | +$1.16M | 0.67% | 36 |
|
|
2016
Q3 | $75.8M | Buy |
2,493,632
+3,600
| +0.1% | +$109K | 0.71% | 34 |
|
|
2016
Q2 | $72.6M | Sell |
2,490,032
-158,084
| -6% | -$4.59M | 0.7% | 40 |
|
|
2016
Q1 | $76.7M | Buy |
2,648,116
+65,076
| +3% | +$1.79M | 0.73% | 31 |
|
|
2015
Q4 | $74.8M | Buy |
2,583,040
+47,236
| +2% | +$1.37M | 0.77% | 30 |
|
|
2015
Q3 | $68.3M | Sell |
2,535,804
-380,920
| -13% | -$10.8M | 0.86% | 27 |
|
|
2015
Q2 | $83M | Buy |
2,916,724
+91,120
| +3% | +$2.64M | 0.95% | 22 |
|
|
2015
Q1 | $80.5M | Buy |
2,825,604
+121,604
| +4% | +$3.45M | 0.92% | 25 |
|
|
2014
Q4 | $75.4M | Buy |
2,704,000
+469,284
| +21% | +$12.8M | 0.9% | 23 |
|
|
2014
Q3 | $59.7M | Buy |
2,234,716
+302,016
| +16% | +$8.05M | 0.77% | 28 |
|
|
2014
Q2 | $50.8M | Buy |
1,932,700
+178,484
| +10% | +$4.53M | 0.86% | 27 |
|
|
2014
Q1 | $43.8M | Sell |
1,754,216
-241,488
| -12% | -$5.97M | 0.8% | 31 |
|
|
2013
Q4 | $49.3M | Buy |
1,995,704
+219,348
| +12% | +$5.17M | 0.99% | 22 |
|
|
2013
Q3 | $39.7M | Buy |
1,776,356
+305,116
| +21% | +$6.73M | 0.9% | 26 |
|
|
2013
Q2 | $30.9M | Buy |
+1,471,240
| New | +$31.2M | 0.76% | 35 |
|
Other funds holding IVW
JP Morgan Private Wealth Advisors's IVW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.75% in Q3 2023, selling an estimated $1.8M and leaving 3,375,249 shares worth $231M. The position accounts for 0.66% of the portfolio, ranked #29.
JP Morgan Private Wealth Advisors first reported a position in IVW in Q2 2013 and has held it in 42 quarters since. The position peaked at $281M in Q4 2021. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.
- JP Morgan Private Wealth Advisors held 3,375,249 shares of iShares S&P 500 Growth ETF worth $231M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 25,388 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $1.8M.
- iShares S&P 500 Growth ETF made up 0.66% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #29 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $281M in Q4 2021.
- 1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.