JP Morgan Private Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $343M | Sell |
5,154,924
-451,188
| -8% | -$31.2M | 0.98% | 14 |
|
|
2023
Q2 | $386M | Sell |
5,606,112
-3,526,176
| -39% | -$224M | 2% | 6 |
|
|
2023
Q1 | $558M | Sell |
9,132,288
-541,524
| -6% | -$31.2M | 1.18% | 10 |
|
|
2022
Q4 | $518M | Buy |
9,673,812
+2,176,128
| +29% | +$120M | 1.16% | 8 |
|
|
2022
Q3 | $394M | Buy |
7,497,684
+344,536
| +5% | +$20.3M | 1.03% | 10 |
|
|
2022
Q2 | $391M | Buy |
7,153,148
+547,668
| +8% | +$32.9M | 1% | 12 |
|
|
2022
Q1 | $458M | Sell |
6,605,480
-53,340
| -0.8% | -$3.64M | 0.99% | 11 |
|
|
2021
Q4 | $509M | Buy |
6,658,820
+136,476
| +2% | +$10.1M | 1.09% | 11 |
|
|
2021
Q3 | $447M | Buy |
6,522,344
+268,912
| +4% | +$19M | 1.09% | 11 |
|
|
2021
Q2 | $424M | Buy |
6,253,432
+719,116
| +13% | +$46.4M | 1.1% | 11 |
|
|
2021
Q1 | $336M | Sell |
5,534,316
-773,704
| -12% | -$47.1M | 1.09% | 11 |
|
|
2020
Q4 | $380M | Sell |
6,308,020
-64,580
| -1% | -$3.68M | 1.23% | 9 |
|
|
2020
Q3 | $346M | Buy |
6,372,600
+497,992
| +8% | +$26.2M | 1.35% | 8 |
|
|
2020
Q2 | $282M | Sell |
5,874,608
-91,144
| -2% | -$4.02M | 1.29% | 10 |
|
|
2020
Q1 | $225M | Buy |
5,965,752
+81,220
| +1% | +$3.5M | 1.27% | 11 |
|
|
2019
Q4 | $259M | Buy |
5,884,532
+158,452
| +3% | +$6.62M | 1.18% | 10 |
|
|
2019
Q3 | $229M | Buy |
5,726,080
+446,372
| +8% | +$17.9M | 1.19% | 11 |
|
|
2019
Q2 | $208M | Sell |
5,279,708
-289,136
| -5% | -$11.2M | 1.14% | 12 |
|
|
2019
Q1 | $211M | Buy |
5,568,844
+425,024
| +8% | +$15.3M | 1.1% | 12 |
|
|
2018
Q4 | $168M | Sell |
5,143,820
-1,287,940
| -20% | -$45.4M | 1.02% | 17 |
|
|
2018
Q3 | $251M | Sell |
6,431,760
-603,800
| -9% | -$22.9M | 1.22% | 9 |
|
|
2018
Q2 | $253M | Buy |
7,035,560
+319,916
| +5% | +$11.3M | 1.42% | 7 |
|
|
2018
Q1 | $228M | Buy |
6,715,644
+345,280
| +5% | +$12.1M | 1.55% | 7 |
|
|
2017
Q4 | $214M | Buy |
6,370,364
+214,612
| +3% | +$7.03M | 1.41% | 8 |
|
|
2017
Q3 | $192M | Buy |
6,155,752
+577,496
| +10% | +$17.7M | 1.39% | 8 |
|
|
2017
Q2 | $166M | Buy |
5,578,256
+315,832
| +6% | +$9.27M | 1.26% | 11 |
|
|
2017
Q1 | $150M | Buy |
5,262,424
+1,263,668
| +32% | +$35M | 1.16% | 13 |
|
|
2016
Q4 | $105M | Buy |
3,998,756
+620,652
| +18% | +$16.1M | 0.91% | 19 |
|
|
2016
Q3 | $88M | Sell |
3,378,104
-19,392
| -0.6% | -$504K | 0.82% | 27 |
|
|
2016
Q2 | $85.2M | Buy |
3,397,496
+1,065,728
| +46% | +$26.6M | 0.83% | 28 |
|
|
2016
Q1 | $58.2M | Sell |
2,331,768
-282,140
| -11% | -$6.67M | 0.56% | 47 |
|
|
2015
Q4 | $65M | Buy |
2,613,908
+755,536
| +41% | +$18.8M | 0.67% | 38 |
|
|
2015
Q3 | $43.2M | Buy |
1,858,372
+143,968
| +8% | +$3.54M | 0.54% | 50 |
|
|
2015
Q2 | $42.4M | Buy |
1,714,404
+221,816
| +15% | +$5.58M | 0.49% | 58 |
|
|
2015
Q1 | $36.9M | Sell |
1,492,588
-2,544
| -0.2% | -$62.1K | 0.42% | 66 |
|
|
2014
Q4 | $35.7M | Buy |
1,495,132
+109,320
| +8% | +$2.56M | 0.43% | 68 |
|
|
2014
Q3 | $31.7M | Buy |
1,385,812
+28,032
| +2% | +$642K | 0.41% | 62 |
|
|
2014
Q2 | $30.9M | Buy |
1,357,780
+17,188
| +1% | +$377K | 0.52% | 52 |
|
|
2014
Q1 | $29M | Buy |
1,340,592
+293,372
| +28% | +$6.3M | 0.53% | 49 |
|
|
2013
Q4 | $22.5M | Buy |
1,047,220
+22,788
| +2% | +$468K | 0.45% | 70 |
|
|
2013
Q3 | $20M | Buy |
1,024,432
+40,324
| +4% | +$772K | 0.45% | 72 |
|
|
2013
Q2 | $17.9M | Buy |
+984,108
| New | +$18M | 0.44% | 72 |
|
Other funds holding IWF
JP Morgan Private Wealth Advisors's IWF Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q3 2023, selling an estimated $31.2M and leaving 5,154,924 shares worth $343M. The position accounts for 0.98% of the portfolio, ranked #14.
JP Morgan Private Wealth Advisors first reported a position in IWF in Q2 2013 and has held it in 42 quarters since. The position peaked at $558M in Q1 2023. 1,776 funds tracked by Wall St. Rank hold IWF as of Q3 2023.
- JP Morgan Private Wealth Advisors held 5,154,924 shares of iShares Russell 1000 Growth ETF worth $343M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 451,188 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $31.2M.
- iShares Russell 1000 Growth ETF made up 0.98% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #14 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $558M in Q1 2023.
- 1,776 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.