J.P. Morgan Private Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,989
| Closed | -$263K | – | 1743 |
|
|
2023
Q2 | $263K | Buy |
2,989
+521
| +21% | +$45.8K | ﹤0.01% | 1291 |
|
|
2023
Q1 | $211K | Sell |
2,468
-1,594
| -39% | -$136K | ﹤0.01% | 1808 |
|
|
2022
Q4 | $371K | Buy |
4,062
+1,309
| +48% | +$120K | ﹤0.01% | 1577 |
|
|
2022
Q3 | $218K | Buy |
+2,753
| New | +$218K | ﹤0.01% | 1776 |
|