JP Morgan Private Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $257M | Sell |
1,094,237
-125,943
| -10% | -$30.8M | 0.73% | 25 |
|
|
2023
Q2 | $297M | Sell |
1,220,180
-386,625
| -24% | -$89M | 1.54% | 12 |
|
|
2023
Q1 | $362M | Sell |
1,606,805
-15,602
| -1% | -$3.43M | 0.77% | 24 |
|
|
2022
Q4 | $342M | Buy |
1,622,407
+11,373
| +0.7% | +$2.41M | 0.76% | 25 |
|
|
2022
Q3 | $318M | Buy |
1,611,034
+16,624
| +1% | +$3.65M | 0.83% | 18 |
|
|
2022
Q2 | $331M | Sell |
1,594,410
-15,842
| -1% | -$3.58M | 0.85% | 18 |
|
|
2022
Q1 | $403M | Sell |
1,610,252
-2,026
| -0.1% | -$500K | 0.87% | 16 |
|
|
2021
Q4 | $426M | Sell |
1,612,278
-13,984
| -0.9% | -$3.6M | 0.92% | 14 |
|
|
2021
Q3 | $393M | Buy |
1,626,262
+45,183
| +3% | +$11.2M | 0.96% | 14 |
|
|
2021
Q2 | $383M | Buy |
1,581,079
+1,636
| +0.1% | +$385K | 0.99% | 13 |
|
|
2021
Q1 | $354M | Sell |
1,579,443
-49,715
| -3% | -$10.9M | 1.14% | 10 |
|
|
2020
Q4 | $345M | Buy |
1,629,158
+13,854
| +0.9% | +$2.77M | 1.12% | 10 |
|
|
2020
Q3 | $302M | Sell |
1,615,304
-29,177
| -2% | -$5.39M | 1.18% | 10 |
|
|
2020
Q2 | $282M | Sell |
1,644,481
-22,947
| -1% | -$3.71M | 1.29% | 9 |
|
|
2020
Q1 | $236M | Sell |
1,667,428
-51,101
| -3% | -$8.64M | 1.34% | 9 |
|
|
2019
Q4 | $307M | Sell |
1,718,529
-48,151
| -3% | -$8.22M | 1.39% | 8 |
|
|
2019
Q3 | $291M | Buy |
1,766,680
+10,503
| +0.6% | +$1.72M | 1.51% | 6 |
|
|
2019
Q2 | $286M | Sell |
1,756,177
-123,328
| -7% | -$19.7M | 1.57% | 6 |
|
|
2019
Q1 | $296M | Sell |
1,879,505
-26,687
| -1% | -$4.03M | 1.54% | 6 |
|
|
2018
Q4 | $264M | Buy |
1,906,192
+162,772
| +9% | +$24.4M | 1.61% | 6 |
|
|
2018
Q3 | $282M | Buy |
1,743,420
+17,710
| +1% | +$2.81M | 1.38% | 6 |
|
|
2018
Q2 | $262M | Buy |
1,725,710
+2,014
| +0.1% | +$303K | 1.47% | 6 |
|
|
2018
Q1 | $253M | Sell |
1,723,696
-14,859
| -0.9% | -$2.26M | 1.71% | 6 |
|
|
2017
Q4 | $258M | Sell |
1,738,555
-39,750
| -2% | -$5.76M | 1.7% | 5 |
|
|
2017
Q3 | $249M | Sell |
1,778,305
-9,196
| -0.5% | -$1.26M | 1.79% | 4 |
|
|
2017
Q2 | $242M | Sell |
1,787,501
-23,988
| -1% | -$3.2M | 1.84% | 4 |
|
|
2017
Q1 | $238M | Sell |
1,811,489
-25,389
| -1% | -$3.29M | 1.84% | 4 |
|
|
2016
Q4 | $229M | Buy |
1,836,878
+171,592
| +10% | +$20.9M | 1.99% | 5 |
|
|
2016
Q3 | $201M | Buy |
1,665,286
+15,048
| +0.9% | +$1.81M | 1.87% | 4 |
|
|
2016
Q2 | $193M | Sell |
1,650,238
-70,199
| -4% | -$8.1M | 1.87% | 4 |
|
|
2016
Q1 | $196M | Buy |
1,720,437
+97,396
| +6% | +$10.5M | 1.88% | 6 |
|
|
2015
Q4 | $184M | Buy |
1,623,041
+86,161
| +6% | +$9.85M | 1.89% | 6 |
|
|
2015
Q3 | $165M | Buy |
1,536,880
+45,645
| +3% | +$5.18M | 2.07% | 3 |
|
|
2015
Q2 | $173M | Sell |
1,491,235
-57,666
| -4% | -$6.8M | 1.99% | 2 |
|
|
2015
Q1 | $179M | Buy |
1,548,901
+15,325
| +1% | +$1.77M | 2.05% | 2 |
|
|
2014
Q4 | $176M | Buy |
1,533,576
+67,658
| +5% | +$7.58M | 2.1% | 2 |
|
|
2014
Q3 | $161M | Buy |
1,465,918
+32,891
| +2% | +$3.64M | 2.07% | 2 |
|
|
2014
Q2 | $158M | Buy |
1,433,027
+38,761
| +3% | +$4.12M | 2.66% | 1 |
|
|
2014
Q1 | $146M | Buy |
1,394,266
+91,635
| +7% | +$9.43M | 2.67% | 1 |
|
|
2013
Q4 | $134M | Buy |
1,302,631
+175,473
| +16% | +$17.4M | 2.7% | 2 |
|
|
2013
Q3 | $106M | Buy |
1,127,158
+190,265
| +20% | +$17.8M | 2.41% | 2 |
|
|
2013
Q2 | $84.3M | Buy |
+936,893
| New | +$83.9M | 2.08% | 3 |
|
Other funds holding IWB
JP Morgan Private Wealth Advisors's IWB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q3 2023, selling an estimated $30.8M and leaving 1,094,237 shares worth $257M. The position accounts for 0.73% of the portfolio, ranked #25.
JP Morgan Private Wealth Advisors first reported a position in IWB in Q2 2013 and has held it in 42 quarters since. The position peaked at $426M in Q4 2021. 1,093 funds tracked by Wall St. Rank hold IWB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,094,237 shares of iShares Russell 1000 ETF worth $257M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 125,943 iShares Russell 1000 ETF shares in Q3 2023, an estimated $30.8M.
- iShares Russell 1000 ETF made up 0.73% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #25 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's iShares Russell 1000 ETF position peaked at $426M in Q4 2021.
- 1,093 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.