J.P. Morgan Private Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.54M | Sell |
30,697
-3,528
| -10% | -$177K | ﹤0.01% | 829 |
|
|
2023
Q2 | $1.9M | Sell |
34,225
-91,195
| -73% | -$5.07M | 0.01% | 580 |
|
|
2023
Q1 | $6.97M | Sell |
125,420
-5,500
| -4% | -$305K | 0.01% | 515 |
|
|
2022
Q4 | $7.18M | Buy |
130,920
+92,955
| +245% | +$5.1M | 0.02% | 494 |
|
|
2022
Q3 | $2.04M | Sell |
37,965
-1,092
| -3% | -$58.6K | 0.01% | 832 |
|
|
2022
Q2 | $2.37M | Buy |
39,057
+104
| +0.3% | +$6.32K | 0.01% | 788 |
|
|
2022
Q1 | $2.77M | Buy |
38,953
+992
| +3% | +$70.4K | 0.01% | 800 |
|
|
2021
Q4 | $2.89M | Buy |
37,961
+41
| +0.1% | +$3.12K | 0.01% | 783 |
|
|
2021
Q3 | $2.48M | Sell |
37,920
-1,610
| -4% | -$105K | 0.01% | 819 |
|
|
2021
Q2 | $2.58M | Buy |
39,530
+4,935
| +14% | +$322K | 0.01% | 782 |
|
|
2021
Q1 | $2M | Sell |
34,595
-2,604
| -7% | -$151K | 0.01% | 764 |
|
|
2020
Q4 | $2M | Sell |
37,199
-637
| -2% | -$34.3K | 0.01% | 724 |
|
|
2020
Q3 | $1.93M | Sell |
37,836
-702
| -2% | -$35.8K | 0.01% | 660 |
|
|
2020
Q2 | $1.94M | Sell |
38,538
-17,590
| -31% | -$887K | 0.01% | 594 |
|
|
2020
Q1 | $2.57M | Sell |
56,128
-10,988
| -16% | -$503K | 0.01% | 482 |
|
|
2019
Q4 | $3.93M | Sell |
67,116
-338
| -0.5% | -$19.8K | 0.02% | 470 |
|
|
2019
Q3 | $4.05M | Buy |
67,454
+636
| +1% | +$38.2K | 0.02% | 450 |
|
|
2019
Q2 | $3.76M | Sell |
66,818
-3,248
| -5% | -$183K | 0.02% | 448 |
|
|
2019
Q1 | $3.9M | Sell |
70,066
-21,870
| -24% | -$1.22M | 0.02% | 459 |
|
|
2018
Q4 | $4.4M | Buy |
91,936
+1,692
| +2% | +$81K | 0.03% | 382 |
|
|
2018
Q3 | $4.52M | Sell |
90,244
-11,896
| -12% | -$595K | 0.02% | 450 |
|
|
2018
Q2 | $5.1M | Buy |
+102,140
| New | +$5.1M | 0.03% | 395 |
|