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JP Morgan Private Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$190M Sell
1,250,816
-183,473
-13% -$29.1M 0.54% 38
2023
Q2 		$226M Sell
1,434,289
-1,044,934
-42% -$160M 1.18% 14
2023
Q1 		$377M Sell
2,479,223
-574,372
-19% -$88.7M 0.8% 21
2022
Q4 		$463M Buy
3,053,595
+565,145
+23% +$84.6M 1.03% 14
2022
Q3 		$338M Buy
2,488,450
+214,604
+9% +$32.2M 0.88% 16
2022
Q2 		$330M Buy
2,273,846
+192,836
+9% +$30.2M 0.84% 19
2022
Q1 		$345M Buy
2,081,010
+13,859
+0.7% +$2.28M 0.75% 22
2021
Q4 		$347M Buy
2,067,151
+19,485
+1% +$3.19M 0.75% 23
2021
Q3 		$320M Buy
2,047,666
+91,370
+5% +$14.6M 0.78% 21
2021
Q2 		$310M Buy
1,956,296
+231,289
+13% +$36.6M 0.8% 20
2021
Q1 		$261M Sell
1,725,007
-22,044
-1% -$3.19M 0.85% 17
2020
Q4 		$239M Buy
1,747,051
+233,496
+15% +$30M 0.77% 19
2020
Q3 		$179M Buy
1,513,555
+23,132
+2% +$2.74M 0.7% 27
2020
Q2 		$168M Sell
1,490,423
-153,897
-9% -$16.9M 0.77% 26
2020
Q1 		$163M Sell
1,644,320
-30,947
-2% -$3.86M 0.92% 16
2019
Q4 		$229M Buy
1,675,267
+80,343
+5% +$10.6M 1.04% 16
2019
Q3 		$205M Buy
1,594,924
+25,865
+2% +$3.29M 1.07% 13
2019
Q2 		$200M Sell
1,569,059
-259,468
-14% -$32.5M 1.09% 14
2019
Q1 		$226M Sell
1,828,527
-125,595
-6% -$15.1M 1.18% 10
2018
Q4 		$217M Buy
1,954,122
+49,255
+3% +$5.9M 1.32% 8
2018
Q3 		$241M Buy
1,904,867
+318,949
+20% +$40.1M 1.18% 10
2018
Q2 		$192M Buy
1,585,918
+16,878
+1% +$2.05M 1.08% 14
2018
Q1 		$188M Sell
1,569,040
-37,236
-2% -$4.64M 1.27% 13
2017
Q4 		$200M Buy
1,606,276
+35,341
+2% +$4.28M 1.32% 11
2017
Q3 		$186M Buy
1,570,935
+138,321
+10% +$16.1M 1.34% 11
2017
Q2 		$167M Sell
1,432,614
-42,086
-3% -$4.84M 1.27% 10
2017
Q1 		$170M Buy
1,474,700
+280,909
+24% +$32.2M 1.31% 9
2016
Q4 		$134M Buy
1,193,791
+227,266
+24% +$24.6M 1.16% 12
2016
Q3 		$102M Buy
966,525
+10,539
+1% +$1.11M 0.95% 16
2016
Q2 		$98.7M Buy
955,986
+17,537
+2% +$1.77M 0.96% 19
2016
Q1 		$92.7M Buy
938,449
+52,116
+6% +$4.88M 0.89% 21
2015
Q4 		$86.7M Buy
886,333
+17,731
+2% +$1.76M 0.89% 21
2015
Q3 		$81M Sell
868,602
-25,252
-3% -$2.51M 1.02% 17
2015
Q2 		$92.2M Sell
893,854
-16,144
-2% -$1.69M 1.06% 16
2015
Q1 		$93.8M Sell
909,998
-242,224
-21% -$25.1M 1.07% 19
2014
Q4 		$120M Buy
1,152,222
+202,482
+21% +$20.6M 1.44% 8
2014
Q3 		$95.1M Buy
949,740
+121,095
+15% +$12.3M 1.22% 12
2014
Q2 		$83.9M Buy
828,645
+68,679
+9% +$6.73M 1.42% 7
2014
Q1 		$73.3M Buy
759,966
+13,552
+2% +$1.27M 1.34% 9
2013
Q4 		$70.3M Buy
746,414
+44,497
+6% +$4.03M 1.41% 8
2013
Q3 		$60.5M Buy
701,917
+43,531
+7% +$3.78M 1.37% 9
2013
Q2 		$55.2M Buy
+658,386
New +$54.8M 1.36% 9

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q3 2023, selling an estimated $29.1M and leaving 1,250,816 shares worth $190M. The position accounts for 0.54% of the portfolio, ranked #38.

JP Morgan Private Wealth Advisors first reported a position in IWD in Q2 2013 and has held it in 42 quarters since. The position peaked at $463M in Q4 2022. 1,442 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,250,816 shares of iShares Russell 1000 Value ETF worth $190M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 183,473 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $29.1M.
  • iShares Russell 1000 Value ETF made up 0.54% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #38 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $463M in Q4 2022.
  • 1,442 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

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