J.P. Morgan Private Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $613K | Sell |
8,195
-5,431
| -40% | -$406K | ﹤0.01% | 1161 |
|
|
2023
Q2 | $1.02M | Sell |
13,626
-24,948
| -65% | -$1.86M | 0.01% | 757 |
|
|
2023
Q1 | $2.74M | Buy |
38,574
+4,165
| +12% | +$296K | 0.01% | 764 |
|
|
2022
Q4 | $2.6M | Sell |
34,409
-7,242
| -17% | -$547K | 0.01% | 752 |
|
|
2022
Q3 | $2.81M | Buy |
41,651
+11,940
| +40% | +$807K | 0.01% | 729 |
|
|
2022
Q2 | $2.08M | Sell |
29,711
-3,466
| -10% | -$243K | 0.01% | 838 |
|
|
2022
Q1 | $2.8M | Sell |
33,177
-12,573
| -27% | -$1.06M | 0.01% | 796 |
|
|
2021
Q4 | $3.97M | Buy |
45,750
+31,365
| +218% | +$2.72M | 0.01% | 674 |
|
|
2021
Q3 | $1.19M | Buy |
14,385
+1,217
| +9% | +$100K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $1.07M | Buy |
13,168
+1,755
| +15% | +$142K | ﹤0.01% | 1165 |
|
|
2021
Q1 | $854K | Sell |
11,413
-1,629
| -12% | -$122K | ﹤0.01% | 1111 |
|
|
2020
Q4 | $871K | Buy |
13,042
+746
| +6% | +$49.8K | ﹤0.01% | 1057 |
|
|
2020
Q3 | $698K | Sell |
12,296
-762
| -6% | -$43.3K | ﹤0.01% | 1029 |
|
|
2020
Q2 | $719K | Sell |
13,058
-7,736
| -37% | -$426K | ﹤0.01% | 930 |
|
|
2020
Q1 | $1.01M | Sell |
20,794
-1,340
| -6% | -$65.2K | 0.01% | 713 |
|
|
2019
Q4 | $1.53M | Buy |
22,134
+7,720
| +54% | +$532K | 0.01% | 669 |
|
|
2019
Q3 | $928K | Sell |
14,414
-2,360
| -14% | -$152K | ﹤0.01% | 781 |
|
|
2019
Q2 | $1.05M | Sell |
16,774
-966
| -5% | -$60.6K | 0.01% | 739 |
|
|
2019
Q1 | $1.05M | Sell |
17,740
-3,144
| -15% | -$186K | 0.01% | 782 |
|
|
2018
Q4 | $1.11M | Sell |
20,884
-27,896
| -57% | -$1.48M | 0.01% | 721 |
|
|
2018
Q3 | $2.96M | Sell |
48,780
-22,704
| -32% | -$1.38M | 0.01% | 542 |
|
|
2018
Q2 | $4.19M | Sell |
71,484
-8,148
| -10% | -$477K | 0.02% | 436 |
|
|
2018
Q1 | $4.69M | Sell |
79,632
-20,284
| -20% | -$1.19M | 0.03% | 333 |
|
|
2017
Q4 | $5.97M | Buy |
99,916
+3,696
| +4% | +$221K | 0.04% | 306 |
|
|
2017
Q3 | $5.39M | Buy |
96,220
+6,378
| +7% | +$358K | 0.04% | 308 |
|
|
2017
Q2 | $4.83M | Sell |
89,842
-2,020
| -2% | -$109K | 0.04% | 300 |
|
|
2017
Q1 | $4.78M | Buy |
91,862
+57,378
| +166% | +$2.99M | 0.04% | 311 |
|
|
2016
Q4 | $1.75M | Buy |
34,484
+1,668
| +5% | +$84.6K | 0.02% | 465 |
|
|
2016
Q3 | $1.48M | Buy |
32,816
+15,900
| +94% | +$715K | 0.01% | 507 |
|
|
2016
Q2 | $727K | Sell |
16,916
-800
| -5% | -$34.4K | 0.01% | 668 |
|
|
2016
Q1 | $749K | Sell |
17,716
-2,130
| -11% | -$90.1K | 0.01% | 628 |
|
|
2015
Q4 | $877K | Buy |
19,846
+908
| +5% | +$40.1K | 0.01% | 547 |
|
|
2015
Q3 | $796K | Sell |
18,938
-1,200
| -6% | -$50.4K | 0.01% | 521 |
|
|
2015
Q2 | $904K | Sell |
20,138
-460
| -2% | -$20.7K | 0.01% | 530 |
|
|
2015
Q1 | $917K | Sell |
20,598
-300
| -1% | -$13.4K | 0.01% | 546 |
|
|
2014
Q4 | $942K | Sell |
20,898
-8,658
| -29% | -$390K | 0.01% | 542 |
|
|
2014
Q3 | $1.24M | Buy |
29,556
+5,780
| +24% | +$242K | 0.02% | 460 |
|
|
2014
Q2 | $988K | Sell |
23,776
-1,710
| -7% | -$71.1K | 0.02% | 412 |
|
|
2014
Q1 | $1.04M | Buy |
25,486
+5,334
| +26% | +$218K | 0.02% | 396 |
|
|
2013
Q4 | $808K | Buy |
20,152
+1,962
| +11% | +$78.7K | 0.02% | 383 |
|
|
2013
Q3 | $666K | Buy |
18,190
+280
| +2% | +$10.3K | 0.02% | 390 |
|
|
2013
Q2 | $641K | Buy |
+17,910
| New | +$641K | 0.02% | 382 |
|