JP Morgan Private Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.37M	Sell	80,636 -22,668	-22%	-$2.17M	0.02%	423
2023 Q2	$9.98M	Sell	103,304 -91,832	-47%	-$8.37M	0.05%	232
2023 Q1	$17.8M	Sell	195,136 -15,820	-7%	-$1.41M	0.04%	327
2022 Q4	$17.6M	Sell	210,956 -7,313	-3%	-$615K	0.04%	327
2022 Q3	$17.1M	Buy	218,269 +3,850	+2%	+$331K	0.04%	308
2022 Q2	$17M	Buy	214,419 +9,742	+5%	+$848K	0.04%	309
2022 Q1	$20.6M	Sell	204,677 -9,750	-5%	-$971K	0.04%	315
2021 Q4	$24.7M	Buy	214,427 +1,280	+0.6%	+$149K	0.05%	283
2021 Q3	$23.9M	Buy	213,147 +24,519	+13%	+$2.82M	0.06%	278
2021 Q2	$21.4M	Sell	188,628 -19,860	-10%	-$2.12M	0.06%	295
2021 Q1	$21.3M	Sell	208,488 -2,798	-1%	-$293K	0.07%	259
2020 Q4	$21.7M	Buy	211,286 +14,522	+7%	+$1.38M	0.07%	242
2020 Q3	$17M	Buy	196,764 +1,968	+1%	+$166K	0.07%	237
2020 Q2	$15.4M	Sell	194,796 -9,270	-5%	-$672K	0.07%	222
2020 Q1	$12.4M	Sell	204,066 -1,520	-0.7%	-$111K	0.07%	230
2019 Q4	$15.7M	Buy	205,586 +3,290	+2%	+$241K	0.07%	235
2019 Q3	$14.3M	Buy	202,296 +24,250	+14%	+$1.74M	0.07%	232
2019 Q2	$12.7M	Buy	178,046 +72	+0%	+$5.01K	0.07%	247
2019 Q1	$12.1M	Buy	177,974 +50,630	+40%	+$3.25M	0.06%	256
2018 Q4	$7.24M	Buy	127,344 +7,144	+6%	+$435K	0.04%	300
2018 Q3	$8.15M	Buy	120,200 +2,876	+2%	+$191K	0.04%	343
2018 Q2	$7.43M	Buy	117,324 +3,984	+4%	+$251K	0.04%	323
2018 Q1	$6.97M	Buy	113,340 +20,416	+22%	+$1.27M	0.05%	278
2017 Q4	$5.61M	Buy	92,924 +6,420	+7%	+$377K	0.04%	315
2017 Q3	$4.89M	Buy	86,504 +64,200	+288%	+$3.52M	0.04%	317
2017 Q2	$1.21M	Sell	22,304 -1,736	-7%	-$92.4K	0.01%	571
2017 Q1	$1.25M	Buy	24,040 +176	+0.7%	+$8.98K	0.01%	575
2016 Q4	$1.16M	Buy	23,864 +2,074	+10%	+$100K	0.01%	561
2016 Q3	$1.06M	Buy	21,790 +1,726	+9%	+$83.7K	0.01%	576
2016 Q2	$939K	Buy	20,064 +5,528	+38%	+$256K	0.01%	612
2016 Q1	$670K	Sell	14,536 -22,636	-61%	-$978K	0.01%	660
2015 Q4	$1.71M	Buy	37,172 +2,372	+7%	+$110K	0.02%	404
2015 Q3	$1.54M	Buy	34,800 +7,124	+26%	+$338K	0.02%	385
2015 Q2	$1.34M	Sell	27,676 -796	-3%	-$39.3K	0.02%	440
2015 Q1	$1.39M	Buy	28,472 +11,470	+67%	+$547K	0.02%	452
2014 Q4	$793K	Buy	17,002 +838	+5%	+$37.9K	0.01%	585
2014 Q3	$714K	Buy	16,164 +1,632	+11%	+$72.8K	0.01%	605
2014 Q2	$651K	Sell	14,532 -1,210	-8%	-$52K	0.01%	502
2014 Q1	$676K	Buy	15,742 +1,654	+12%	+$70.4K	0.01%	482
2013 Q4	$594K	Sell	14,088 -202	-1%	-$8.16K	0.01%	418
2013 Q3	$559K	Buy	14,290 +2,132	+18%	+$81.3K	0.01%	417
2013 Q2	$436K	Buy	+12,158	New	+$435K	0.01%	429

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q3 2023, selling an estimated $2.17M and leaving 80,636 shares worth $7.37M. The position accounts for 0.02% of the portfolio, ranked #423.

JP Morgan Private Wealth Advisors first reported a position in IWP in Q2 2013 and has held it in 42 quarters since. The position peaked at $24.7M in Q4 2021. 919 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

JP Morgan Private Wealth Advisors held 80,636 shares of iShares Russell Mid-Cap Growth ETF worth $7.37M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 22,668 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $2.17M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #423 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $24.7M in Q4 2021.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

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