J.P. Morgan Private Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$573K	Hold	5,487	–	–	﹤0.01%	1195
2023 Q2	$594K	Sell	5,487 -7,384	-57%	-$800K	﹤0.01%	965
2023 Q1	$1.29M	Sell	12,871 -316	-2%	-$31.6K	﹤0.01%	1051
2022 Q4	$1.23M	Buy	13,187 +1,334	+11%	+$125K	﹤0.01%	1048
2022 Q3	$1.04M	Buy	11,853 +197	+2%	+$17.3K	﹤0.01%	1110
2022 Q2	$1.08M	Sell	11,656 -44	-0.4%	-$4.06K	﹤0.01%	1114
2022 Q1	$1.3M	Sell	11,700 -2,960	-20%	-$330K	﹤0.01%	1086
2021 Q4	$1.73M	Buy	14,660 +369	+3%	+$43.5K	﹤0.01%	972
2021 Q3	$1.54M	Sell	14,291 -400	-3%	-$43.2K	﹤0.01%	1007
2021 Q2	$1.59M	Buy	14,691 +204	+1%	+$22K	﹤0.01%	981
2021 Q1	$1.45M	Hold	14,487	–	–	﹤0.01%	886
2020 Q4	$1.37M	Buy	14,487 +1	+0%	+$94	﹤0.01%	881
2020 Q3	$1.21M	Hold	14,486	–	–	﹤0.01%	815
2020 Q2	$1.11M	Buy	14,486 +10,150	+234%	+$777K	0.01%	772
2020 Q1	$273K	Sell	4,336 -1,436	-25%	-$90.4K	﹤0.01%	1171
2019 Q4	$461K	Buy	5,772 +2,208	+62%	+$176K	﹤0.01%	1080
2019 Q3	$263K	Buy	3,564 +432	+14%	+$31.9K	﹤0.01%	1240
2019 Q2	$229K	Hold	3,132	–	–	﹤0.01%	1253
2019 Q1	$221K	Buy	+3,132	New	+$221K	﹤0.01%	1344
2018 Q4	–	Sell	-3,110	Closed	-$226K	–	1528
2018 Q3	$226K	Hold	3,110	–	–	﹤0.01%	1424
2018 Q2	$212K	Sell	3,110 -2,098	-40%	-$143K	﹤0.01%	1353
2018 Q1	$344K	Buy	5,208 +1,608	+45%	+$106K	﹤0.01%	1000
2017 Q4	$241K	Buy	3,600 +400	+13%	+$26.8K	﹤0.01%	1122
2017 Q3	$202K	Sell	3,200 -1,544	-33%	-$97.5K	﹤0.01%	1154
2017 Q2	$288K	Sell	4,744 -2,062	-30%	-$125K	﹤0.01%	1026
2017 Q1	$402K	Buy	6,806 +408	+6%	+$24.1K	﹤0.01%	946
2016 Q4	$359K	Sell	6,398 -3,610	-36%	-$203K	﹤0.01%	924
2016 Q3	$544K	Buy	10,008 +4,960	+98%	+$270K	0.01%	765
2016 Q2	$264K	Buy	+5,048	New	+$264K	﹤0.01%	1035
2015 Q1	–	Sell	-8,508	Closed	-$441K	–	1156
2014 Q4	$441K	Buy	+8,508	New	+$441K	0.01%	762