JP Morgan Private Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$278K	Sell	4,158 -78	-2%	-$5.51K	﹤0.01%	1512
2023 Q2	$301K	Sell	4,236 -861	-17%	-$56.5K	﹤0.01%	1241
2023 Q1	$330K	Sell	5,097 -4,376	-46%	-$274K	﹤0.01%	1644
2022 Q4	$540K	Buy	9,473 +2,833	+43%	+$169K	﹤0.01%	1444
2022 Q3	$386K	Buy	6,640 +565	+9%	+$36K	﹤0.01%	1559
2022 Q2	$345K	Buy	6,075 +310	+5%	+$20K	﹤0.01%	1591
2022 Q1	$433K	Buy	5,765 +492	+9%	+$37K	﹤0.01%	1594
2021 Q4	$443K	Sell	5,273 -3,046	-37%	-$252K	﹤0.01%	1600
2021 Q3	$643K	Buy	8,319 +2,023	+32%	+$159K	﹤0.01%	1403
2021 Q2	$489K	Buy	6,296 +904	+17%	+$69.4K	﹤0.01%	1489
2021 Q1	$403K	Buy	5,392 +776	+17%	+$56.5K	﹤0.01%	1403
2020 Q4	$325K	Hold	4,616	–	–	﹤0.01%	1468
2020 Q3	$289K	Hold	4,616	–	–	﹤0.01%	1378
2020 Q2	$253K	Sell	4,616 -100	-2%	-$5.17K	﹤0.01%	1378
2020 Q1	$209K	Hold	4,716	–	–	﹤0.01%	1280
2019 Q4	$269K	Hold	4,716	–	–	﹤0.01%	1283
2019 Q3	$256K	Hold	4,716	–	–	﹤0.01%	1250
2019 Q2	$257K	Sell	4,716 -676	-13%	-$35.9K	﹤0.01%	1207
2019 Q1	$275K	Sell	5,392 -1,068	-17%	-$52.5K	﹤0.01%	1250
2018 Q4	$292K	Buy	6,460 +1,056	+20%	+$51.3K	﹤0.01%	1179
2018 Q3	$286K	Sell	5,404 -600	-10%	-$30.6K	﹤0.01%	1319
2018 Q2	$291K	Hold	6,004	–	–	﹤0.01%	1218
2018 Q1	$274K	Hold	6,004	–	–	﹤0.01%	1076
2017 Q4	$269K	Buy	+6,004	New	+$256K	﹤0.01%	1086
2017 Q2	–	Sell	-5,120	Closed	-$206K	–	1288
2017 Q1	$206K	Buy	+5,120	New	+$201K	﹤0.01%	1233
2016 Q1	–	Sell	-6,828	Closed	-$247K	–	1270
2015 Q4	$247K	Hold	6,828	–	–	﹤0.01%	944
2015 Q3	$235K	Sell	6,828 -1,472	-18%	-$53.1K	﹤0.01%	879
2015 Q2	$297K	Buy	+8,300	New	+$300K	﹤0.01%	848

Other funds holding IYC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IYC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 1.8% in Q3 2023, selling an estimated $5.51K and leaving 4,158 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

JP Morgan Private Wealth Advisors first reported a position in IYC in Q2 2015 and has held it in 28 quarters since. The position peaked at $643K in Q3 2021. 187 funds tracked by Wall St. Rank hold IYC as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,158 shares of iShares US Consumer Discretionary ETF worth $278K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 78 iShares US Consumer Discretionary ETF shares in Q3 2023, an estimated $5.51K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1512 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2015 and has held it in 28 quarters since.
JP Morgan Private Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $643K in Q3 2021.
187 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.