J.P. Morgan Private Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.33M | Sell |
43,050
-3,895
| -8% | -$210K | 0.01% | 688 |
|
|
2023
Q2 | $2.63M | Sell |
46,945
-10,560
| -18% | -$592K | 0.01% | 484 |
|
|
2023
Q1 | $3.14M | Sell |
57,505
-10,530
| -15% | -$575K | 0.01% | 728 |
|
|
2022
Q4 | $3.86M | Buy |
68,035
+11,550
| +20% | +$655K | 0.01% | 644 |
|
|
2022
Q3 | $2.86M | Buy |
56,485
+13,225
| +31% | +$669K | 0.01% | 722 |
|
|
2022
Q2 | $2.33M | Sell |
43,260
-28,115
| -39% | -$1.51M | 0.01% | 794 |
|
|
2022
Q1 | $4.12M | Buy |
71,375
+27,135
| +61% | +$1.57M | 0.01% | 674 |
|
|
2021
Q4 | $2.66M | Sell |
44,240
-5,305
| -11% | -$319K | 0.01% | 806 |
|
|
2021
Q3 | $2.73M | Buy |
49,545
+8,685
| +21% | +$479K | 0.01% | 773 |
|
|
2021
Q2 | $2.23M | Sell |
40,860
-290
| -0.7% | -$15.8K | 0.01% | 828 |
|
|
2021
Q1 | $2.08M | Sell |
41,150
-775
| -2% | -$39.1K | 0.01% | 751 |
|
|
2020
Q4 | $2.06M | Sell |
41,925
-2,005
| -5% | -$98.6K | 0.01% | 718 |
|
|
2020
Q3 | $2M | Sell |
43,930
-750
| -2% | -$34.1K | 0.01% | 650 |
|
|
2020
Q2 | $1.93M | Sell |
44,680
-45,010
| -50% | -$1.94M | 0.01% | 596 |
|
|
2020
Q1 | $3.37M | Sell |
89,690
-64,920
| -42% | -$2.44M | 0.02% | 431 |
|
|
2019
Q4 | $6.67M | Buy |
154,610
+13,780
| +10% | +$594K | 0.03% | 367 |
|
|
2019
Q3 | $5.33M | Buy |
140,830
+5,710
| +4% | +$216K | 0.03% | 390 |
|
|
2019
Q2 | $5.28M | Sell |
135,120
-34,390
| -20% | -$1.34M | 0.03% | 375 |
|
|
2019
Q1 | $6.57M | Sell |
169,510
-8,535
| -5% | -$331K | 0.03% | 348 |
|
|
2018
Q4 | $6.44M | Sell |
178,045
-77,265
| -30% | -$2.79M | 0.04% | 322 |
|
|
2018
Q3 | $10.4M | Buy |
255,310
+84,085
| +49% | +$3.41M | 0.05% | 290 |
|
|
2018
Q2 | $6.1M | Sell |
171,225
-8,015
| -4% | -$286K | 0.03% | 360 |
|
|
2018
Q1 | $6.19M | Sell |
179,240
-5,880
| -3% | -$203K | 0.04% | 294 |
|
|
2017
Q4 | $6.45M | Buy |
185,120
+21,710
| +13% | +$757K | 0.04% | 294 |
|
|
2017
Q3 | $5.62M | Sell |
163,410
-9,235
| -5% | -$317K | 0.04% | 296 |
|
|
2017
Q2 | $5.74M | Buy |
172,645
+22,740
| +15% | +$756K | 0.04% | 282 |
|
|
2017
Q1 | $4.67M | Buy |
149,905
+140,890
| +1,563% | +$4.39M | 0.04% | 319 |
|
|
2016
Q4 | $260K | Sell |
9,015
-5,090
| -36% | -$147K | ﹤0.01% | 1063 |
|
|
2016
Q3 | $424K | Buy |
14,105
+320
| +2% | +$9.62K | ﹤0.01% | 844 |
|
|
2016
Q2 | $409K | Buy |
13,785
+3,440
| +33% | +$102K | ﹤0.01% | 854 |
|
|
2016
Q1 | $291K | Sell |
10,345
-3,500
| -25% | -$98.5K | ﹤0.01% | 962 |
|
|
2015
Q4 | $415K | Sell |
13,845
-995
| -7% | -$29.8K | ﹤0.01% | 747 |
|
|
2015
Q3 | $415K | Sell |
14,840
-435
| -3% | -$12.2K | 0.01% | 677 |
|
|
2015
Q2 | $485K | Buy |
15,275
+4,800
| +46% | +$152K | 0.01% | 687 |
|
|
2015
Q1 | $323K | Hold |
10,475
| – | – | ﹤0.01% | 862 |
|
|
2014
Q4 | $302K | Buy |
+10,475
| New | +$302K | ﹤0.01% | 872 |
|