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JP Morgan Private Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$17M Sell
125,731
-15,609
-11% -$2.24M 0.05% 295
2023
Q2 		$19.9M Sell
141,340
-46,992
-25% -$6.35M 0.1% 157
2023
Q1 		$25.8M Sell
188,332
-32,930
-15% -$4.77M 0.05% 278
2022
Q4 		$30.7M Sell
221,262
-22,046
-9% -$3.11M 0.07% 247
2022
Q3 		$31.4M Sell
243,308
-18,566
-7% -$2.68M 0.08% 217
2022
Q2 		$35.7M Buy
261,874
+28,523
+12% +$4.24M 0.09% 207
2022
Q1 		$37.7M Buy
233,351
+13,577
+6% +$2.16M 0.08% 232
2021
Q4 		$36.5M Sell
219,774
-10,802
-5% -$1.8M 0.08% 229
2021
Q3 		$36.9M Buy
230,576
+1,666
+0.7% +$268K 0.09% 221
2021
Q2 		$37.9M Buy
228,910
+35,272
+18% +$5.82M 0.1% 208
2021
Q1 		$30.9M Buy
193,638
+83,426
+76% +$12.6M 0.1% 204
2020
Q4 		$14.5M Buy
110,212
+34,655
+46% +$4.09M 0.05% 313
2020
Q3 		$7.5M Buy
75,557
+2,334
+3% +$237K 0.03% 375
2020
Q2 		$7.14M Sell
73,223
-27,190
-27% -$2.47M 0.03% 326
2020
Q1 		$8.24M Sell
100,413
-38,418
-28% -$4.31M 0.05% 288
2019
Q4 		$17.9M Buy
138,831
+1,672
+1% +$207K 0.08% 216
2019
Q3 		$16.4M Sell
137,159
-5,309
-4% -$627K 0.09% 213
2019
Q2 		$17.2M Sell
142,468
-2,536
-2% -$306K 0.09% 204
2019
Q1 		$17.4M Sell
145,004
-6,511
-4% -$778K 0.09% 207
2018
Q4 		$16.3M Sell
151,515
-15,791
-9% -$1.9M 0.1% 197
2018
Q3 		$22.3M Buy
167,306
+40,253
+32% +$5.42M 0.11% 188
2018
Q2 		$16.8M Buy
127,053
+4,927
+4% +$635K 0.09% 202
2018
Q1 		$14.9M Sell
122,126
-11,771
-9% -$1.47M 0.1% 186
2017
Q4 		$16.8M Buy
133,897
+28,845
+27% +$3.61M 0.11% 177
2017
Q3 		$13M Buy
105,052
+19,159
+22% +$2.26M 0.09% 188
2017
Q2 		$10.2M Buy
85,893
+3,794
+5% +$446K 0.08% 207
2017
Q1 		$9.7M Sell
82,099
-2,970
-3% -$352K 0.08% 214
2016
Q4 		$10.1M Buy
85,069
+6,373
+8% +$704K 0.09% 194
2016
Q3 		$8.24M Sell
78,696
-870
-1% -$89.2K 0.08% 213
2016
Q2 		$7.74M Sell
79,566
-9,732
-11% -$927K 0.08% 215
2016
Q1 		$8.32M Sell
89,298
-16,989
-16% -$1.47M 0.08% 192
2015
Q4 		$9.77M Buy
106,287
+3,872
+4% +$368K 0.1% 182
2015
Q3 		$9.23M Sell
102,415
-1,609
-2% -$154K 0.12% 166
2015
Q2 		$10.6M Buy
104,024
+23,374
+29% +$2.41M 0.12% 179
2015
Q1 		$8.32M Buy
80,650
+15,461
+24% +$1.56M 0.1% 199
2014
Q4 		$6.63M Buy
65,189
+2,666
+4% +$261K 0.08% 224
2014
Q3 		$5.85M Buy
62,523
+18,496
+42% +$1.83M 0.08% 230
2014
Q2 		$4.55M Buy
44,027
+5,406
+14% +$537K 0.08% 210
2014
Q1 		$3.9M Sell
38,621
-782
-2% -$77.1K 0.07% 216
2013
Q4 		$3.92M Sell
39,403
-237
-0.6% -$22.6K 0.08% 205
2013
Q3 		$3.63M Buy
39,640
+3,994
+11% +$360K 0.08% 202
2013
Q2 		$3.06M Buy
+35,646
New +$3.02M 0.08% 204

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q3 2023, selling an estimated $2.24M and leaving 125,731 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #295.

JP Morgan Private Wealth Advisors first reported a position in IWN in Q2 2013 and has held it in 42 quarters since. The position peaked at $37.9M in Q2 2021. 883 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 125,731 shares of iShares Russell 2000 Value ETF worth $17M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 15,609 iShares Russell 2000 Value ETF shares in Q3 2023, an estimated $2.24M.
  • iShares Russell 2000 Value ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #295 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $37.9M in Q2 2021.
  • 883 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

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