J.P. Morgan Private Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.77M | Sell |
35,865
-885
| -2% | -$43.6K | 0.01% | 784 |
|
2023
Q2 | $1.88M | Sell |
36,750
-48,740
| -57% | -$2.49M | 0.01% | 581 |
|
2023
Q1 | $4.23M | Sell |
85,490
-58,265
| -41% | -$2.88M | 0.01% | 629 |
|
2022
Q4 | $7.7M | Buy |
143,755
+5,145
| +4% | +$275K | 0.02% | 483 |
|
2022
Q3 | $7.08M | Sell |
138,610
-18,480
| -12% | -$944K | 0.02% | 469 |
|
2022
Q2 | $8.03M | Sell |
157,090
-13,415
| -8% | -$685K | 0.02% | 457 |
|
2022
Q1 | $9.65M | Sell |
170,505
-12,190
| -7% | -$690K | 0.02% | 448 |
|
2021
Q4 | $10.6M | Buy |
182,695
+1,140
| +0.6% | +$66.2K | 0.02% | 424 |
|
2021
Q3 | $9.29M | Buy |
181,555
+1,315
| +0.7% | +$67.3K | 0.02% | 440 |
|
2021
Q2 | $9.61M | Buy |
180,240
+94,065
| +109% | +$5.01M | 0.02% | 426 |
|
2021
Q1 | $4.34M | Buy |
86,175
+47,550
| +123% | +$2.39M | 0.01% | 548 |
|
2020
Q4 | $1.81M | Buy |
38,625
+12,750
| +49% | +$598K | 0.01% | 771 |
|
2020
Q3 | $1.04M | Hold |
25,875
| – | – | ﹤0.01% | 874 |
|
2020
Q2 | $999K | Buy |
25,875
+150
| +0.6% | +$5.79K | ﹤0.01% | 815 |
|
2020
Q1 | $858K | Sell |
25,725
-2,725
| -10% | -$90.9K | ﹤0.01% | 754 |
|
2019
Q4 | $1.14M | Buy |
28,450
+4,490
| +19% | +$180K | 0.01% | 758 |
|
2019
Q3 | $775K | Sell |
23,960
-1,085
| -4% | -$35.1K | ﹤0.01% | 847 |
|
2019
Q2 | $858K | Sell |
25,045
-7,000
| -22% | -$240K | ﹤0.01% | 795 |
|
2019
Q1 | $1.08M | Buy |
32,045
+1,695
| +6% | +$56.9K | 0.01% | 774 |
|
2018
Q4 | $1M | Sell |
30,350
-495
| -2% | -$16.4K | 0.01% | 747 |
|
2018
Q3 | $1.23M | Buy |
30,845
+2,375
| +8% | +$94.9K | 0.01% | 764 |
|
2018
Q2 | $1M | Buy |
28,470
+2,250
| +9% | +$79K | 0.01% | 778 |
|
2018
Q1 | $828K | Sell |
26,220
-1,750
| -6% | -$55.3K | 0.01% | 698 |
|
2017
Q4 | $877K | Buy |
27,970
+2,100
| +8% | +$65.8K | 0.01% | 699 |
|
2017
Q3 | $764K | Sell |
25,870
-1,400
| -5% | -$41.3K | 0.01% | 706 |
|
2017
Q2 | $810K | Buy |
27,270
+2,250
| +9% | +$66.8K | 0.01% | 670 |
|
2017
Q1 | $671K | Buy |
25,020
+16,250
| +185% | +$436K | 0.01% | 756 |
|
2016
Q4 | $220K | Buy |
+8,770
| New | +$220K | ﹤0.01% | 1129 |
|
2015
Q3 | – | Sell |
-7,145
| Closed | -$204K | – | 1093 |
|
2015
Q2 | $204K | Buy |
+7,145
| New | +$204K | ﹤0.01% | 968 |
|