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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$39.1M	Sell	565,027 -137,035	-20%	-$10M	0.11%	188
2023 Q2	$51.3M	Sell	702,062 -394,742	-36%	-$27.5M	0.27%	83
2023 Q1	$76.7M	Buy	1,096,804 +5,210	+0.5%	+$368K	0.16%	133
2022 Q4	$73.6M	Sell	1,091,594 -80,801	-7%	-$5.45M	0.16%	134
2022 Q3	$72.9M	Buy	1,172,395 +154,659	+15%	+$10.6M	0.19%	123
2022 Q2	$65.8M	Sell	1,017,736 -59,122	-5%	-$4.21M	0.17%	137
2022 Q1	$84M	Buy	1,076,858 +9,625	+0.9%	+$741K	0.18%	131
2021 Q4	$88.6M	Buy	1,067,233 +6,221	+0.6%	+$511K	0.19%	123
2021 Q3	$83M	Buy	1,061,012 +38,720	+4%	+$3.1M	0.2%	120
2021 Q2	$81M	Buy	1,022,292 +200,264	+24%	+$15.5M	0.21%	115
2021 Q1	$60.8M	Sell	822,028 -48,212	-6%	-$3.49M	0.2%	122
2020 Q4	$59.7M	Buy	870,240 +44,841	+5%	+$2.86M	0.19%	123
2020 Q3	$47.4M	Buy	825,399 +17,169	+2%	+$977K	0.18%	123
2020 Q2	$43.3M	Sell	808,230 -45,726	-5%	-$2.29M	0.2%	120
2020 Q1	$36.9M	Sell	853,956 -140,337	-14%	-$7.72M	0.21%	113
2019 Q4	$59.3M	Buy	994,293 +27,682	+3%	+$1.59M	0.27%	98
2019 Q3	$54.1M	Buy	966,611 +81,443	+9%	+$4.55M	0.28%	90
2019 Q2	$49.5M	Sell	885,168 -127,074	-13%	-$6.97M	0.27%	97
2019 Q1	$54.6M	Buy	1,012,242 +79,823	+9%	+$4.14M	0.28%	87
2018 Q4	$43.3M	Sell	932,419 -102,041	-10%	-$5.15M	0.26%	92
2018 Q3	$57M	Buy	1,034,460 +19,344	+2%	+$1.06M	0.28%	88
2018 Q2	$53.8M	Buy	1,015,116 +46,364	+5%	+$2.44M	0.3%	79
2018 Q1	$50M	Buy	968,752 +26,048	+3%	+$1.37M	0.34%	70
2017 Q4	$49.1M	Sell	942,704 -15,904	-2%	-$807K	0.32%	83
2017 Q3	$47.2M	Buy	958,608 +50,760	+6%	+$2.45M	0.34%	79
2017 Q2	$43.6M	Buy	907,848 +10,368	+1%	+$492K	0.33%	84
2017 Q1	$42M	Buy	897,480 +105,872	+13%	+$4.91M	0.33%	82
2016 Q4	$35.4M	Buy	791,608 +48,160	+6%	+$2.11M	0.31%	83
2016 Q3	$32.4M	Sell	743,448 -18,584	-2%	-$806K	0.3%	92
2016 Q2	$32M	Sell	762,032 -84,824	-10%	-$3.5M	0.31%	89
2016 Q1	$34.5M	Buy	846,856 +57,996	+7%	+$2.21M	0.33%	86
2015 Q4	$31.6M	Buy	788,860 +75,824	+11%	+$3.09M	0.32%	85
2015 Q3	$27.7M	Buy	713,036 +82,600	+13%	+$3.42M	0.35%	83
2015 Q2	$26.8M	Buy	630,436 +127,856	+25%	+$5.56M	0.31%	94
2015 Q1	$21.8M	Buy	502,580 +20,928	+4%	+$890K	0.25%	109
2014 Q4	$20.1M	Buy	481,652 +32,764	+7%	+$1.33M	0.24%	112
2014 Q3	$17.8M	Buy	448,888 +14,356	+3%	+$578K	0.23%	120
2014 Q2	$17.7M	Sell	434,532 -3,984	-0.9%	-$155K	0.3%	94
2014 Q1	$17M	Buy	438,516 +16,800	+4%	+$637K	0.31%	95
2013 Q4	$15.8M	Buy	421,716 +19,500	+5%	+$705K	0.32%	92
2013 Q3	$14M	Buy	402,216 +2,056	+0.5%	+$70.2K	0.32%	94
2013 Q2	$13M	Buy	+400,160	New	+$13M	0.32%	96

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q3 2023, selling an estimated $10M and leaving 565,027 shares worth $39.1M. The position accounts for 0.11% of the portfolio, ranked #188.

JP Morgan Private Wealth Advisors first reported a position in IWR in Q2 2013 and has held it in 42 quarters since. The position peaked at $88.6M in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IWR as of Q3 2023.

JP Morgan Private Wealth Advisors held 565,027 shares of iShares Russell Mid-Cap ETF worth $39.1M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 137,035 iShares Russell Mid-Cap ETF shares in Q3 2023, an estimated $10M.
iShares Russell Mid-Cap ETF made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #188 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $88.6M in Q4 2021.
1,141 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2023.

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