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JP Morgan Private Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$37.3M Sell
166,485
-5,625
-3% -$1.35M 0.11% 195
2023
Q2 		$41.8M Sell
172,110
-54,616
-24% -$12.5M 0.22% 100
2023
Q1 		$51.4M Sell
226,726
-794
-0.3% -$182K 0.11% 190
2022
Q4 		$48.8M Buy
227,520
+12,443
+6% +$2.73M 0.11% 186
2022
Q3 		$44.4M Buy
215,077
+546
+0.3% +$123K 0.12% 183
2022
Q2 		$44.3M Sell
214,531
-52,664
-20% -$11.7M 0.11% 186
2022
Q1 		$68.3M Sell
267,195
-27,912
-9% -$7.14M 0.15% 153
2021
Q4 		$86.5M Buy
295,107
+6,340
+2% +$1.91M 0.19% 126
2021
Q3 		$84.8M Buy
288,767
+2,065
+0.7% +$620K 0.21% 117
2021
Q2 		$89.4M Buy
286,702
+1,794
+0.6% +$540K 0.23% 106
2021
Q1 		$85.7M Sell
284,908
-55,873
-16% -$17.3M 0.28% 90
2020
Q4 		$97.7M Buy
340,781
+5,004
+1% +$1.28M 0.32% 77
2020
Q3 		$74.4M Buy
335,777
+8,218
+3% +$1.8M 0.29% 86
2020
Q2 		$67.8M Buy
327,559
+91,620
+39% +$17.1M 0.31% 85
2020
Q1 		$37.3M Sell
235,939
-48,683
-17% -$9.67M 0.21% 112
2019
Q4 		$61M Sell
284,622
-2,686
-0.9% -$545K 0.28% 95
2019
Q3 		$55.4M Sell
287,308
-1,217
-0.4% -$241K 0.29% 89
2019
Q2 		$58M Sell
288,525
-5,379
-2% -$1.06M 0.32% 80
2019
Q1 		$57.8M Buy
293,904
+10,373
+4% +$1.97M 0.3% 80
2018
Q4 		$47.6M Sell
283,531
-65,134
-19% -$12.1M 0.29% 83
2018
Q3 		$75M Buy
348,665
+27,714
+9% +$5.91M 0.37% 68
2018
Q2 		$65.6M Buy
320,951
+12,187
+4% +$2.44M 0.37% 66
2018
Q1 		$58.8M Buy
308,764
+6,154
+2% +$1.18M 0.4% 61
2017
Q4 		$56.5M Buy
302,610
+4,083
+1% +$745K 0.37% 71
2017
Q3 		$53.4M Buy
298,527
+13,298
+5% +$2.26M 0.38% 70
2017
Q2 		$48.1M Sell
285,229
-4,901
-2% -$807K 0.37% 74
2017
Q1 		$46.9M Buy
290,130
+8,107
+3% +$1.29M 0.36% 75
2016
Q4 		$43.4M Buy
282,023
+5,393
+2% +$805K 0.38% 71
2016
Q3 		$41.2M Sell
276,630
-4,508
-2% -$657K 0.38% 72
2016
Q2 		$38.6M Sell
281,138
-10,801
-4% -$1.46M 0.37% 75
2016
Q1 		$38.7M Buy
291,939
+6,107
+2% +$762K 0.37% 73
2015
Q4 		$39.8M Buy
285,832
+24,642
+9% +$3.49M 0.41% 71
2015
Q3 		$35M Sell
261,190
-6,025
-2% -$893K 0.44% 63
2015
Q2 		$41.3M Buy
267,215
+25,042
+10% +$3.84M 0.47% 63
2015
Q1 		$36.7M Buy
242,173
+14,985
+7% +$2.18M 0.42% 68
2014
Q4 		$32.3M Buy
227,188
+3,990
+2% +$540K 0.39% 71
2014
Q3 		$28.9M Buy
223,198
+6,389
+3% +$856K 0.37% 71
2014
Q2 		$30M Buy
216,809
+13,241
+7% +$1.74M 0.51% 56
2014
Q1 		$27.7M Buy
203,568
+6,886
+4% +$942K 0.51% 54
2013
Q4 		$26.7M Buy
196,682
+11,151
+6% +$1.45M 0.54% 51
2013
Q3 		$23.3M Buy
185,531
+24,188
+15% +$2.91M 0.53% 54
2013
Q2 		$18M Buy
+161,343
New +$17.6M 0.44% 71

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 IWO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q3 2023, selling an estimated $1.35M and leaving 166,485 shares worth $37.3M. The position accounts for 0.11% of the portfolio, ranked #195.

JP Morgan Private Wealth Advisors first reported a position in IWO in Q2 2013 and has held it in 42 quarters since. The position peaked at $97.7M in Q4 2020. 833 funds tracked by Wall St. Rank hold IWO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 166,485 shares of iShares Russell 2000 Growth ETF worth $37.3M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,625 iShares Russell 2000 Growth ETF shares in Q3 2023, an estimated $1.35M.
  • iShares Russell 2000 Growth ETF made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #195 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $97.7M in Q4 2020.
  • 833 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2023.

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