J.P. Morgan Private Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $252K | Sell |
1,995
-574
| -22% | -$72.5K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $342K | Sell |
2,569
-2,319
| -47% | -$309K | ﹤0.01% | 1186 |
|
|
2023
Q1 | $648K | Sell |
4,888
-752
| -13% | -$99.7K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $704K | Buy |
5,640
+2,329
| +70% | +$291K | ﹤0.01% | 1318 |
|
|
2022
Q3 | $358K | Buy |
+3,311
| New | +$358K | ﹤0.01% | 1583 |
|
|
2022
Q2 | – | Sell |
-3,597
| Closed | -$538K | – | 1970 |
|
|
2022
Q1 | $538K | Buy |
+3,597
| New | +$538K | ﹤0.01% | 1504 |
|
|
2019
Q2 | – | Sell |
-8,568
| Closed | -$783K | – | 1420 |
|
|
2019
Q1 | $783K | Buy |
+8,568
| New | +$783K | ﹤0.01% | 868 |
|
|
2018
Q3 | – | Sell |
-11,173
| Closed | -$1.11M | – | 1587 |
|
|
2018
Q2 | $1.11M | Buy |
11,173
+1,560
| +16% | +$154K | 0.01% | 738 |
|
|
2018
Q1 | $924K | Buy |
+9,613
| New | +$924K | 0.01% | 666 |
|
|
2017
Q2 | – | Sell |
-12,848
| Closed | -$1.15M | – | 1289 |
|
|
2017
Q1 | $1.15M | Buy |
12,848
+3,586
| +39% | +$320K | 0.01% | 594 |
|
|
2016
Q4 | $770K | Buy |
+9,262
| New | +$770K | 0.01% | 673 |
|
|
2016
Q2 | – | Sell |
-5,017
| Closed | -$368K | – | 1289 |
|
|
2016
Q1 | $368K | Buy |
+5,017
| New | +$368K | ﹤0.01% | 868 |
|