JP Morgan Private Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.54M Sell
2023
Q2
$1.9M Sell
2023
Q1
$6.97M Sell
2022
Q4
$7.18M Buy
2022
Q3
$2.04M Sell
2022
Q2
$2.37M Buy
2022
Q1
$2.77M Buy
2021
Q4
$2.89M Buy
2021
Q3
$2.48M Sell
2021
Q2
$2.58M Buy
2021
Q1
$2M Sell
2020
Q4
$2M Sell
2020
Q3
$1.93M Sell
2020
Q2
$1.94M Sell
2020
Q1
$2.57M Sell
2019
Q4
$3.93M Sell
2019
Q3
$4.05M Buy
2019
Q2
$3.76M Sell
2019
Q1
$3.9M Sell
2018
Q4
$4.4M Buy
2018
Q3
$4.52M Sell
2018
Q2
$5.1M Buy