J.P. Morgan Private Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $442K | Buy |
4,382
+628
| +17% | +$63.4K | ﹤0.01% | 1296 |
|
|
2023
Q2 | $398K | Sell |
3,754
-6,022
| -62% | -$639K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $979K | Sell |
9,776
-4,385
| -31% | -$439K | ﹤0.01% | 1173 |
|
|
2022
Q4 | $1.37M | Buy |
14,161
+3,541
| +33% | +$342K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $890K | Sell |
10,620
-13
| -0.1% | -$1.09K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $937K | Buy |
10,633
+6,370
| +149% | +$561K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $449K | Sell |
4,263
-1,440
| -25% | -$152K | ﹤0.01% | 1584 |
|
|
2021
Q4 | $643K | Buy |
5,703
+2,545
| +81% | +$287K | ﹤0.01% | 1448 |
|
|
2021
Q3 | $338K | Buy |
3,158
+506
| +19% | +$54.2K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $295K | Buy |
+2,652
| New | +$295K | ﹤0.01% | 1680 |
|
|
2020
Q2 | – | Sell |
-3,370
| Closed | -$209K | – | 1577 |
|
|
2020
Q1 | $209K | Buy |
3,370
+882
| +35% | +$54.7K | ﹤0.01% | 1281 |
|
|
2019
Q4 | $208K | Buy |
+2,488
| New | +$208K | ﹤0.01% | 1388 |
|
|
2019
Q3 | – | Sell |
-2,736
| Closed | -$216K | – | 1454 |
|
|
2019
Q2 | $216K | Sell |
2,736
-1,166
| -30% | -$92.1K | ﹤0.01% | 1280 |
|
|
2019
Q1 | $296K | Sell |
3,902
-5,396
| -58% | -$409K | ﹤0.01% | 1214 |
|
|
2018
Q4 | $598K | Sell |
9,298
-930
| -9% | -$59.8K | ﹤0.01% | 904 |
|
|
2018
Q3 | $799K | Sell |
10,228
-214
| -2% | -$16.7K | ﹤0.01% | 900 |
|
|
2018
Q2 | $750K | Sell |
10,442
-2,064
| -17% | -$148K | ﹤0.01% | 871 |
|
|
2018
Q1 | $907K | Buy |
12,506
+1,864
| +18% | +$135K | 0.01% | 671 |
|
|
2017
Q4 | $784K | Buy |
10,642
+7,666
| +258% | +$565K | 0.01% | 727 |
|
|
2017
Q3 | $206K | Buy |
+2,976
| New | +$206K | ﹤0.01% | 1145 |
|
|
2015
Q4 | – | Sell |
-37,740
| Closed | -$1.82M | – | 1186 |
|
|
2015
Q3 | $1.82M | Buy |
+37,740
| New | +$1.82M | 0.02% | 350 |
|