JP Morgan Private Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,400	Closed	-$256K	–	1748
2023 Q2	$256K	Sell	2,400 -6,915	-74%	-$695K	﹤0.01%	1302
2023 Q1	$906K	Hold	9,315	–	–	﹤0.01%	1200
2022 Q4	$838K	Hold	9,315	–	–	﹤0.01%	1234
2022 Q3	$791K	Hold	9,315	–	–	﹤0.01%	1250
2022 Q2	$837K	Hold	9,315	–	–	﹤0.01%	1225
2022 Q1	$1.01M	Hold	9,315	–	–	﹤0.01%	1220
2021 Q4	$1.06M	Sell	9,315 -102	-1%	-$11.2K	﹤0.01%	1211
2021 Q3	$970K	Buy	9,417 +102	+1%	+$10.8K	﹤0.01%	1222
2021 Q2	$958K	Hold	9,315	–	–	﹤0.01%	1219
2021 Q1	$882K	Hold	9,315	–	–	﹤0.01%	1100
2020 Q4	$841K	Hold	9,315	–	–	﹤0.01%	1074
2020 Q3	$756K	Hold	9,315	–	–	﹤0.01%	998
2020 Q2	$690K	Hold	9,315	–	–	﹤0.01%	946
2020 Q1	$573K	Sell	9,315 -50	-0.5%	-$3.59K	﹤0.01%	885
2019 Q4	$704K	Buy	9,365 +50	+0.5%	+$3.59K	﹤0.01%	922
2019 Q3	$642K	Hold	9,315	–	–	﹤0.01%	923
2019 Q2	$634K	Hold	9,315	–	–	﹤0.01%	899
2019 Q1	$611K	Hold	9,315	–	–	﹤0.01%	953
2018 Q4	$544K	Sell	9,315 -990	-10%	-$62.2K	﹤0.01%	932
2018 Q3	$696K	Hold	10,305	–	–	﹤0.01%	954
2018 Q2	$650K	Hold	10,305	–	–	﹤0.01%	914
2018 Q1	$626K	Buy	10,305 +2,400	+30%	+$151K	﹤0.01%	796
2017 Q4	$486K	Hold	7,905	–	–	﹤0.01%	878
2017 Q3	$456K	Hold	7,905	–	–	﹤0.01%	882
2017 Q2	$440K	Hold	7,905	–	–	﹤0.01%	877
2017 Q1	$426K	Hold	7,905	–	–	﹤0.01%	921
2016 Q4	$403K	Buy	7,905 +990	+14%	+$49.3K	﹤0.01%	881
2016 Q3	$341K	Hold	6,915	–	–	﹤0.01%	931
2016 Q2	$330K	Hold	6,915	–	–	﹤0.01%	939
2016 Q1	$324K	Hold	6,915	–	–	﹤0.01%	920
2015 Q4	$325K	Hold	6,915	–	–	﹤0.01%	833
2015 Q3	$302K	Hold	6,915	–	–	﹤0.01%	792
2015 Q2	$326K	Hold	6,915	–	–	﹤0.01%	820
2015 Q1	$323K	Hold	6,915	–	–	﹤0.01%	861
2014 Q4	$326K	Hold	6,915	–	–	﹤0.01%	846
2014 Q3	$311K	Hold	6,915	–	–	﹤0.01%	836
2014 Q2	$309K	Sell	6,915 -765	-10%	-$33.1K	0.01%	708
2014 Q1	$326K	Sell	7,680 -57,535	-88%	-$2.4M	0.01%	701
2013 Q4	$2.74M	Sell	65,215 -3,630	-5%	-$146K	0.06%	223
2013 Q3	$2.62M	Sell	68,845 -6,470	-9%	-$246K	0.06%	223
2013 Q2	$2.75M	Buy	+75,315	New	+$2.76M	0.07%	214

Other funds holding IWL

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q3 2023, closing a stake of 2,400 shares — an estimated $256K sold.

JP Morgan Private Wealth Advisors first reported a position in IWL in Q2 2013 and held it in 41 quarters. The position peaked at $2.75M in Q2 2013. 136 funds tracked by Wall St. Rank hold IWL as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,400 iShares Russell Top 200 ETF shares in Q3 2023, an estimated $256K.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2013 and held it in 41 quarters.
JP Morgan Private Wealth Advisors's iShares Russell Top 200 ETF position peaked at $2.75M in Q2 2013.
136 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2023.

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