JP Morgan Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.63M	Sell	17,079 -633	-4%	-$101K	0.01%	659
2023 Q2	$2.81M	Buy	17,712 +154	+0.9%	+$22.5K	0.01%	464
2023 Q1	$2.44M	Buy	17,558 +11,712	+200%	+$1.52M	0.01%	803
2022 Q4	$705K	Sell	5,846 -7,596	-57%	-$944K	﹤0.01%	1316
2022 Q3	$1.61M	Buy	13,442 +7,439	+124%	+$999K	﹤0.01%	924
2022 Q2	$752K	Buy	6,003 +731	+14%	+$100K	﹤0.01%	1276
2022 Q1	$838K	Buy	5,272 +70	+1%	+$10.9K	﹤0.01%	1298
2021 Q4	$902K	Sell	5,202 -200	-4%	-$33.3K	﹤0.01%	1295
2021 Q3	$825K	Buy	5,402 +1,700	+46%	+$268K	﹤0.01%	1297
2021 Q2	$558K	Buy	3,702 +13	+0.4%	+$1.86K	﹤0.01%	1437
2021 Q1	$496K	Hold	3,689	–	–	﹤0.01%	1315
2020 Q4	$491K	Sell	3,689 -400	-10%	-$50.4K	﹤0.01%	1295
2020 Q3	$496K	Hold	4,089	–	–	﹤0.01%	1157
2020 Q2	$436K	Buy	4,089 +800	+24%	+$78.4K	﹤0.01%	1162
2020 Q1	$277K	Sell	3,289 -460	-12%	-$43.8K	﹤0.01%	1163
2019 Q4	$362K	Buy	3,749 +1,044	+39%	+$95.3K	﹤0.01%	1160
2019 Q3	$235K	Sell	2,705 -187	-6%	-$16.3K	﹤0.01%	1285
2019 Q2	$248K	Sell	2,892 -826	-22%	-$69.5K	﹤0.01%	1222
2019 Q1	$306K	Hold	3,718	–	–	﹤0.01%	1199
2018 Q4	$267K	Buy	3,718 +826	+29%	+$63.9K	﹤0.01%	1223
2018 Q3	$247K	Buy	2,892 +187	+7%	+$15.4K	﹤0.01%	1391
2018 Q2	$212K	Hold	2,705	–	–	﹤0.01%	1352
2018 Q1	$200K	Buy	+2,705	New	+$206K	﹤0.01%	1189
2017 Q4	–	Sell	-4,179	Closed	-$283K	–	1308
2017 Q3	$283K	Hold	4,179	–	–	﹤0.01%	1036
2017 Q2	$269K	Hold	4,179	–	–	﹤0.01%	1055
2017 Q1	$257K	Sell	4,179 -854	-17%	-$51K	﹤0.01%	1141
2016 Q4	$283K	Buy	+5,033	New	+$281K	﹤0.01%	1018

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q3 2023, selling an estimated $101K and leaving 17,079 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #659.

JP Morgan Private Wealth Advisors first reported a position in IWY in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.81M in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,079 shares of iShares Russell Top 200 Growth ETF worth $2.63M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 633 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $101K.
iShares Russell Top 200 Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #659 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.81M in Q2 2023.
380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

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