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

JP Morgan Private Wealth Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.03M Sell
31,027
-1,575
-5% -$107K 0.01% 730
2023
Q2 		$2.2M Sell
32,602
-3,155
-9% -$207K 0.01% 535
2023
Q1 		$2.33M Buy
35,757
+17,622
+97% +$1.16M ﹤0.01% 825
2022
Q4 		$1.18M Sell
18,135
-19,596
-52% -$1.25M ﹤0.01% 1071
2022
Q3 		$2.18M Buy
37,731
+12,052
+47% +$766K 0.01% 812
2022
Q2 		$1.59M Sell
25,679
-101
-0.4% -$6.66K ﹤0.01% 920
2022
Q1 		$1.8M Buy
25,780
+13,566
+111% +$938K ﹤0.01% 947
2021
Q4 		$856K Buy
12,214
+247
+2% +$16.9K ﹤0.01% 1323
2021
Q3 		$786K Buy
11,967
+266
+2% +$17.9K ﹤0.01% 1315
2021
Q2 		$777K Buy
11,701
+1,533
+15% +$102K ﹤0.01% 1306
2021
Q1 		$648K Sell
10,168
-34
-0.3% -$2.07K ﹤0.01% 1221
2020
Q4 		$591K Buy
10,202
+181
+2% +$9.89K ﹤0.01% 1222
2020
Q3 		$512K Sell
10,021
-606
-6% -$31.1K ﹤0.01% 1139
2020
Q2 		$519K Sell
10,627
-570
-5% -$27.5K ﹤0.01% 1073
2020
Q1 		$494K Sell
11,197
-402
-3% -$21.6K ﹤0.01% 930
2019
Q4 		$679K Buy
11,599
+616
+6% +$34.8K ﹤0.01% 935
2019
Q3 		$602K Buy
10,983
+32
+0.3% +$1.74K ﹤0.01% 934
2019
Q2 		$592K Sell
10,951
-1,775
-14% -$94.7K ﹤0.01% 923
2019
Q1 		$669K Sell
12,726
-796
-6% -$40.8K ﹤0.01% 921
2018
Q4 		$646K Buy
+13,522
New +$692K ﹤0.01% 877

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.8% in Q3 2023, selling an estimated $107K and leaving 31,027 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #730.

JP Morgan Private Wealth Advisors first reported a position in IWX in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,027 shares of iShares Russell Top 200 Value ETF worth $2.03M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,575 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $107K.
  • iShares Russell Top 200 Value ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #730 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $2.33M in Q1 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

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