J.P. Morgan Private Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.9M | Buy |
49,874
+13,555
| +37% | +$1.06M | 0.01% | 557 |
|
|
2023
Q2 | $3.14M | Sell |
36,319
-29,712
| -45% | -$2.57M | 0.02% | 440 |
|
|
2023
Q1 | $5.61M | Buy |
66,031
+196
| +0.3% | +$16.6K | 0.01% | 556 |
|
|
2022
Q4 | $5.54M | Sell |
65,835
-31,598
| -32% | -$2.66M | 0.01% | 554 |
|
|
2022
Q3 | $7.93M | Buy |
97,433
+34,346
| +54% | +$2.8M | 0.02% | 446 |
|
|
2022
Q2 | $5.8M | Buy |
63,087
+4,753
| +8% | +$437K | 0.01% | 533 |
|
|
2022
Q1 | $6.31M | Sell |
58,334
-16,817
| -22% | -$1.82M | 0.01% | 549 |
|
|
2021
Q4 | $8.73M | Buy |
75,151
+5,825
| +8% | +$677K | 0.02% | 465 |
|
|
2021
Q3 | $7.1M | Sell |
69,326
-1,152
| -2% | -$118K | 0.02% | 508 |
|
|
2021
Q2 | $7.19M | Buy |
70,478
+10,651
| +18% | +$1.09M | 0.02% | 496 |
|
|
2021
Q1 | $5.5M | Sell |
59,827
-627
| -1% | -$57.6K | 0.02% | 488 |
|
|
2020
Q4 | $5.18M | Sell |
60,454
-2,897
| -5% | -$248K | 0.02% | 467 |
|
|
2020
Q3 | $5.06M | Buy |
63,351
+3,480
| +6% | +$278K | 0.02% | 423 |
|
|
2020
Q2 | $4.72M | Sell |
59,871
-2,830
| -5% | -$223K | 0.02% | 378 |
|
|
2020
Q1 | $4.36M | Sell |
62,701
-19,704
| -24% | -$1.37M | 0.02% | 377 |
|
|
2019
Q4 | $7.67M | Buy |
82,405
+4,887
| +6% | +$455K | 0.03% | 344 |
|
|
2019
Q3 | $7.25M | Sell |
77,518
-54
| -0.1% | -$5.05K | 0.04% | 340 |
|
|
2019
Q2 | $6.77M | Sell |
77,572
-3,946
| -5% | -$345K | 0.04% | 332 |
|
|
2019
Q1 | $7.1M | Buy |
81,518
+3,828
| +5% | +$333K | 0.04% | 334 |
|
|
2018
Q4 | $5.82M | Buy |
77,690
+5,440
| +8% | +$408K | 0.04% | 343 |
|
|
2018
Q3 | $5.78M | Sell |
72,250
-496
| -0.7% | -$39.7K | 0.03% | 397 |
|
|
2018
Q2 | $5.86M | Buy |
+72,746
| New | +$5.86M | 0.03% | 370 |
|