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JP Morgan Private Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$274K Sell
2,735
-3,467
-56% -$375K ﹤0.01% 1517
2023
Q2 		$678K Sell
6,202
-2,858
-32% -$300K ﹤0.01% 910
2023
Q1 		$947K Sell
9,060
-300
-3% -$33.7K ﹤0.01% 1188
2022
Q4 		$1.01M Sell
9,360
-5
-0.1% -$545 ﹤0.01% 1143
2022
Q3 		$968K Sell
9,365
-561
-6% -$63.7K ﹤0.01% 1151
2022
Q2 		$1.03M Sell
9,926
-36,394
-79% -$4.19M ﹤0.01% 1136
2022
Q1 		$5.97M Sell
46,320
-19,610
-30% -$2.52M 0.01% 565
2021
Q4 		$9.21M Sell
65,930
-15,930
-19% -$2.31M 0.02% 452
2021
Q3 		$11.8M Buy
81,860
+1,762
+2% +$256K 0.03% 396
2021
Q2 		$12.2M Buy
80,098
+1,733
+2% +$257K 0.03% 390
2021
Q1 		$11.5M Buy
78,365
+57,058
+268% +$8.15M 0.04% 351
2020
Q4 		$2.53M Buy
21,307
+3,020
+17% +$319K 0.01% 651
2020
Q3 		$1.65M Sell
18,287
-373
-2% -$34K 0.01% 709
2020
Q2 		$1.63M Buy
18,660
+1,109
+6% +$86.7K 0.01% 644
2020
Q1 		$1.18M Sell
17,551
-8,345
-32% -$737K 0.01% 662
2019
Q4 		$2.58M Sell
25,896
-21
-0.1% -$1.94K 0.01% 567
2019
Q3 		$2.29M Buy
25,917
+5,132
+25% +$461K 0.01% 561
2019
Q2 		$1.94M Sell
20,785
-4,208
-17% -$390K 0.01% 599
2019
Q1 		$2.32M Buy
24,993
+17,728
+244% +$1.63M 0.01% 576
2018
Q4 		$599K Sell
7,265
-1,177
-14% -$109K ﹤0.01% 903
2018
Q3 		$897K Buy
8,442
+1,227
+17% +$131K ﹤0.01% 859
2018
Q2 		$762K Buy
7,215
+135
+2% +$13.8K ﹤0.01% 863
2018
Q1 		$680K Buy
7,080
+136
+2% +$13.2K ﹤0.01% 772
2017
Q4 		$665K Sell
6,944
-150
-2% -$14.2K ﹤0.01% 773
2017
Q3 		$670K Buy
7,094
+36
+0.5% +$3.18K ﹤0.01% 747
2017
Q2 		$627K Buy
7,058
+300
+4% +$25.9K ﹤0.01% 763
2017
Q1 		$579K Buy
6,758
+600
+10% +$51K ﹤0.01% 796
2016
Q4 		$529K Sell
6,158
-26
-0.4% -$2.09K ﹤0.01% 780
2016
Q3 		$483K Buy
6,184
+1,350
+28% +$101K ﹤0.01% 797
2016
Q2 		$342K Buy
4,834
+1,200
+33% +$83.8K ﹤0.01% 922
2016
Q1 		$247K Sell
3,634
-5,971
-62% -$386K ﹤0.01% 1014
2015
Q4 		$693K Buy
9,605
+283
+3% +$20.9K 0.01% 609
2015
Q3 		$650K Sell
9,322
-904
-9% -$68.9K 0.01% 556
2015
Q2 		$834K Buy
10,226
+104
+1% +$8.36K 0.01% 550
2015
Q1 		$800K Buy
10,122
+5,160
+104% +$397K 0.01% 588
2014
Q4 		$382K Sell
4,962
-12,882
-72% -$936K ﹤0.01% 803
2014
Q3 		$1.24M Sell
17,844
-88,318
-83% -$6.42M 0.02% 459
2014
Q2 		$8.08M Sell
106,162
-23,186
-18% -$1.7M 0.14% 162
2014
Q1 		$10M Sell
129,348
-5,907
-4% -$454K 0.18% 133
2013
Q4 		$10.2M Buy
135,255
+3,601
+3% +$256K 0.2% 125
2013
Q3 		$9.02M Buy
131,654
+128
+0.1% +$8.45K 0.2% 132
2013
Q2 		$8.12M Buy
+131,526
New +$7.86M 0.2% 127

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 56% in Q3 2023, selling an estimated $375K and leaving 2,735 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

JP Morgan Private Wealth Advisors first reported a position in IWC in Q2 2013 and has held it in 42 quarters since. The position peaked at $12.2M in Q2 2021. 190 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,735 shares of iShares Micro-Cap ETF worth $274K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,467 iShares Micro-Cap ETF shares in Q3 2023, an estimated $375K.
  • iShares Micro-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1517 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Micro-Cap ETF position peaked at $12.2M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

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