J.P. Morgan Private Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.34M | Sell |
130,932
-33,162
| -20% | -$2.11M | 0.02% | 402 |
|
|
2023
Q2 | $10.7M | Buy |
164,094
+1,200
| +0.7% | +$78.6K | 0.06% | 223 |
|
|
2023
Q1 | $9.21M | Buy |
162,894
+130,818
| +408% | +$7.4M | 0.02% | 450 |
|
|
2022
Q4 | $1.5M | Sell |
32,076
-28,188
| -47% | -$1.32M | ﹤0.01% | 953 |
|
|
2022
Q3 | $2.78M | Buy |
60,264
+3,216
| +6% | +$148K | 0.01% | 733 |
|
|
2022
Q2 | $2.8M | Buy |
57,048
+32,868
| +136% | +$1.61M | 0.01% | 739 |
|
|
2022
Q1 | $1.57M | Buy |
24,180
+2,784
| +13% | +$180K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $1.57M | Sell |
21,396
-414
| -2% | -$30.3K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $1.47M | Buy |
21,810
+2,790
| +15% | +$188K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $1.28M | Buy |
19,020
+6,798
| +56% | +$458K | ﹤0.01% | 1084 |
|
|
2021
Q1 | $735K | Sell |
12,222
-870
| -7% | -$52.3K | ﹤0.01% | 1174 |
|
|
2020
Q4 | $763K | Sell |
13,092
-126
| -1% | -$7.34K | ﹤0.01% | 1110 |
|
|
2020
Q3 | $681K | Sell |
13,218
-2,376
| -15% | -$122K | ﹤0.01% | 1034 |
|
|
2020
Q2 | $726K | Buy |
15,594
+216
| +1% | +$10.1K | ﹤0.01% | 928 |
|
|
2020
Q1 | $543K | Sell |
15,378
-396
| -3% | -$14K | ﹤0.01% | 906 |
|
|
2019
Q4 | $637K | Sell |
15,774
-456
| -3% | -$18.4K | ﹤0.01% | 957 |
|
|
2019
Q3 | $587K | Buy |
16,230
+1,128
| +7% | +$40.8K | ﹤0.01% | 942 |
|
|
2019
Q2 | $543K | Sell |
15,102
-3,516
| -19% | -$126K | ﹤0.01% | 953 |
|
|
2019
Q1 | $640K | Sell |
18,618
-1,836
| -9% | -$63.1K | ﹤0.01% | 938 |
|
|
2018
Q4 | $585K | Buy |
20,454
+324
| +2% | +$9.27K | ﹤0.01% | 911 |
|
|
2018
Q3 | $703K | Hold |
20,130
| – | – | ﹤0.01% | 948 |
|
|
2018
Q2 | $647K | Hold |
20,130
| – | – | ﹤0.01% | 917 |
|
|
2018
Q1 | $602K | Hold |
20,130
| – | – | ﹤0.01% | 806 |
|
|
2017
Q4 | $566K | Hold |
20,130
| – | – | ﹤0.01% | 828 |
|
|
2017
Q3 | $521K | Sell |
20,130
-3,600
| -15% | -$93.2K | ﹤0.01% | 826 |
|
|
2017
Q2 | $572K | Sell |
23,730
-5,700
| -19% | -$137K | ﹤0.01% | 797 |
|
|
2017
Q1 | $679K | Sell |
29,430
-11,562
| -28% | -$267K | 0.01% | 755 |
|
|
2016
Q4 | $846K | Buy |
40,992
+24,018
| +141% | +$496K | 0.01% | 641 |
|
|
2016
Q3 | $350K | Buy |
16,974
+996
| +6% | +$20.5K | ﹤0.01% | 922 |
|
|
2016
Q2 | $293K | Buy |
+15,978
| New | +$293K | ﹤0.01% | 992 |
|
|
2015
Q3 | – | Sell |
-11,826
| Closed | -$204K | – | 1092 |
|
|
2015
Q2 | $204K | Sell |
11,826
-600
| -5% | -$10.4K | ﹤0.01% | 967 |
|
|
2015
Q1 | $214K | Hold |
12,426
| – | – | ﹤0.01% | 1014 |
|
|
2014
Q4 | $211K | Hold |
12,426
| – | – | ﹤0.01% | 980 |
|
|
2014
Q3 | $203K | Buy |
+12,426
| New | +$203K | ﹤0.01% | 980 |
|