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JP Morgan Private Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$613K Sell
8,195
-5,431
-40% -$419K ﹤0.01% 1161
2023
Q2 		$1.02M Sell
13,626
-24,948
-65% -$1.8M 0.01% 757
2023
Q1 		$2.74M Buy
38,574
+4,165
+12% +$320K 0.01% 764
2022
Q4 		$2.6M Sell
34,409
-7,242
-17% -$543K 0.01% 752
2022
Q3 		$2.81M Buy
41,651
+11,940
+40% +$879K 0.01% 729
2022
Q2 		$2.08M Sell
29,711
-3,466
-10% -$264K 0.01% 838
2022
Q1 		$2.8M Sell
33,177
-12,573
-27% -$1.08M 0.01% 796
2021
Q4 		$3.97M Buy
45,750
+31,365
+218% +$2.73M 0.01% 674
2021
Q3 		$1.19M Buy
14,385
+1,217
+9% +$101K ﹤0.01% 1135
2021
Q2 		$1.07M Buy
13,168
+1,755
+15% +$141K ﹤0.01% 1165
2021
Q1 		$854K Sell
11,413
-1,629
-12% -$116K ﹤0.01% 1111
2020
Q4 		$871K Buy
13,042
+746
+6% +$46K ﹤0.01% 1057
2020
Q3 		$698K Sell
12,296
-762
-6% -$43.7K ﹤0.01% 1029
2020
Q2 		$719K Sell
13,058
-7,736
-37% -$413K ﹤0.01% 930
2020
Q1 		$1.01M Sell
20,794
-1,340
-6% -$84.8K 0.01% 713
2019
Q4 		$1.52M Buy
22,134
+7,720
+54% +$512K 0.01% 669
2019
Q3 		$928K Sell
14,414
-2,360
-14% -$150K ﹤0.01% 781
2019
Q2 		$1.05M Sell
16,774
-966
-5% -$59.5K 0.01% 739
2019
Q1 		$1.05M Sell
17,740
-3,144
-15% -$183K 0.01% 782
2018
Q4 		$1.11M Sell
20,884
-27,896
-57% -$1.6M 0.01% 721
2018
Q3 		$2.96M Sell
48,780
-22,704
-32% -$1.39M 0.01% 542
2018
Q2 		$4.19M Sell
71,484
-8,148
-10% -$485K 0.02% 436
2018
Q1 		$4.69M Sell
79,632
-20,284
-20% -$1.23M 0.03% 333
2017
Q4 		$5.97M Buy
99,916
+3,696
+4% +$215K 0.04% 306
2017
Q3 		$5.39M Buy
96,220
+6,378
+7% +$348K 0.04% 308
2017
Q2 		$4.83M Sell
89,842
-2,020
-2% -$106K 0.04% 300
2017
Q1 		$4.78M Buy
91,862
+57,378
+166% +$2.99M 0.04% 311
2016
Q4 		$1.75M Buy
34,484
+1,668
+5% +$79.6K 0.02% 465
2016
Q3 		$1.48M Buy
32,816
+15,900
+94% +$712K 0.01% 507
2016
Q2 		$727K Sell
16,916
-800
-5% -$34.6K 0.01% 668
2016
Q1 		$749K Sell
17,716
-2,130
-11% -$86.4K 0.01% 628
2015
Q4 		$877K Buy
19,846
+908
+5% +$40.5K 0.01% 547
2015
Q3 		$796K Sell
18,938
-1,200
-6% -$53.5K 0.01% 521
2015
Q2 		$904K Sell
20,138
-460
-2% -$20.8K 0.01% 530
2015
Q1 		$917K Sell
20,598
-300
-1% -$13.3K 0.01% 546
2014
Q4 		$942K Sell
20,898
-8,658
-29% -$376K 0.01% 542
2014
Q3 		$1.24M Buy
29,556
+5,780
+24% +$242K 0.02% 460
2014
Q2 		$988K Sell
23,776
-1,710
-7% -$69.5K 0.02% 412
2014
Q1 		$1.04M Buy
25,486
+5,334
+26% +$213K 0.02% 396
2013
Q4 		$808K Buy
20,152
+1,962
+11% +$75.6K 0.02% 383
2013
Q3 		$666K Buy
18,190
+280
+2% +$10.4K 0.02% 390
2013
Q2 		$641K Buy
+17,910
New +$632K 0.02% 382

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Financials ETF (IYF) stake by 40% in Q3 2023, selling an estimated $419K and leaving 8,195 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

JP Morgan Private Wealth Advisors first reported a position in IYF in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.97M in Q4 2017. 302 funds tracked by Wall St. Rank hold IYF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,195 shares of iShares US Financials ETF worth $613K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,431 iShares US Financials ETF shares in Q3 2023, an estimated $419K.
  • iShares US Financials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1161 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Financials ETF position peaked at $5.97M in Q4 2017.
  • 302 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2023.

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