J.P. Morgan Private Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.4M | Sell |
156,006
-149,774
| -49% | -$15.7M | 0.05% | 303 |
|
|
2023
Q2 | $33.3M | Sell |
305,780
-21,121
| -6% | -$2.3M | 0.17% | 115 |
|
|
2023
Q1 | $30.3M | Buy |
326,901
+253,137
| +343% | +$23.5M | 0.06% | 256 |
|
|
2022
Q4 | $5.49M | Buy |
73,764
+8,244
| +13% | +$614K | 0.01% | 557 |
|
|
2022
Q3 | $4.81M | Buy |
65,520
+2,185
| +3% | +$160K | 0.01% | 567 |
|
|
2022
Q2 | $5.06M | Buy |
63,335
+361
| +0.6% | +$28.9K | 0.01% | 563 |
|
|
2022
Q1 | $6.49M | Buy |
62,974
+3,809
| +6% | +$392K | 0.01% | 540 |
|
|
2021
Q4 | $6.79M | Sell |
59,165
-14,011
| -19% | -$1.61M | 0.01% | 529 |
|
|
2021
Q3 | $7.41M | Buy |
73,176
+11,778
| +19% | +$1.19M | 0.02% | 495 |
|
|
2021
Q2 | $6.1M | Buy |
61,398
+1,557
| +3% | +$155K | 0.02% | 534 |
|
|
2021
Q1 | $5.25M | Sell |
59,841
-3,639
| -6% | -$319K | 0.02% | 498 |
|
|
2020
Q4 | $5.4M | Sell |
63,480
-2,596
| -4% | -$221K | 0.02% | 459 |
|
|
2020
Q3 | $4.97M | Buy |
66,076
+1,728
| +3% | +$130K | 0.02% | 427 |
|
|
2020
Q2 | $4.34M | Sell |
64,348
-6,520
| -9% | -$440K | 0.02% | 393 |
|
|
2020
Q1 | $3.62M | Buy |
70,868
+492
| +0.7% | +$25.1K | 0.02% | 415 |
|
|
2019
Q4 | $4.09M | Buy |
70,376
+18,612
| +36% | +$1.08M | 0.02% | 465 |
|
|
2019
Q3 | $2.64M | Sell |
51,764
-356
| -0.7% | -$18.2K | 0.01% | 535 |
|
|
2019
Q2 | $2.58M | Buy |
52,120
+5,260
| +11% | +$260K | 0.01% | 536 |
|
|
2019
Q1 | $2.23M | Sell |
46,860
-15,756
| -25% | -$751K | 0.01% | 584 |
|
|
2018
Q4 | $2.5M | Buy |
62,616
+15,420
| +33% | +$617K | 0.02% | 525 |
|
|
2018
Q3 | $2.29M | Buy |
47,196
+112
| +0.2% | +$5.43K | 0.01% | 594 |
|
|
2018
Q2 | $2.1M | Buy |
47,084
+412
| +0.9% | +$18.4K | 0.01% | 594 |
|
|
2018
Q1 | $1.96M | Buy |
46,672
+88
| +0.2% | +$3.7K | 0.01% | 487 |
|
|
2017
Q4 | $1.9M | Buy |
46,584
+9,768
| +27% | +$398K | 0.01% | 496 |
|
|
2017
Q3 | $1.38M | Buy |
36,816
+3,820
| +12% | +$143K | 0.01% | 551 |
|
|
2017
Q2 | $1.15M | Sell |
32,996
-1,300
| -4% | -$45.4K | 0.01% | 585 |
|
|
2017
Q1 | $1.16M | Buy |
34,296
+512
| +2% | +$17.3K | 0.01% | 591 |
|
|
2016
Q4 | $1.02M | Sell |
33,784
-1,300
| -4% | -$39.1K | 0.01% | 596 |
|
|
2016
Q3 | $1.04M | Sell |
35,084
-1,712
| -5% | -$50.9K | 0.01% | 581 |
|
|
2016
Q2 | $968K | Buy |
36,796
+3,848
| +12% | +$101K | 0.01% | 604 |
|
|
2016
Q1 | $894K | Sell |
32,948
-8,400
| -20% | -$228K | 0.01% | 586 |
|
|
2015
Q4 | $1.11M | Buy |
41,348
+684
| +2% | +$18.3K | 0.01% | 496 |
|
|
2015
Q3 | $1.01M | Sell |
40,664
-5,260
| -11% | -$130K | 0.01% | 468 |
|
|
2015
Q2 | $1.2M | Buy |
45,924
+4,528
| +11% | +$119K | 0.01% | 464 |
|
|
2015
Q1 | $1.09M | Sell |
41,396
-7,832
| -16% | -$205K | 0.01% | 507 |
|
|
2014
Q4 | $1.29M | Buy |
49,228
+40,264
| +449% | +$1.05M | 0.02% | 471 |
|
|
2014
Q3 | $226K | Buy |
+8,964
| New | +$226K | ﹤0.01% | 938 |
|
|
2013
Q3 | – | Sell |
-13,804
| Closed | -$254K | – | 650 |
|
|
2013
Q2 | $254K | Buy |
+13,804
| New | +$254K | 0.01% | 520 |
|