JP Morgan Private Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.6M | Sell |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $3.97M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $854K | Sell |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q3 | $698K | Sell |
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|
2020
Q2 | $719K | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | $928K | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $2.96M | Sell |
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|
2018
Q2 | $4.19M | Sell |
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|
2018
Q1 | $4.69M | Sell |
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|
2017
Q4 | $5.97M | Buy |
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|
2017
Q3 | $5.39M | Buy |
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|
2017
Q2 | $4.83M | Sell |
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|
2017
Q1 | $4.78M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $727K | Sell |
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|
2016
Q1 | $749K | Sell |
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|
2015
Q4 | $877K | Buy |
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|
2015
Q3 | $796K | Sell |
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|
2015
Q2 | $904K | Sell |
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|
2015
Q1 | $917K | Sell |
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|
2014
Q4 | $942K | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $988K | Sell |
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|
2014
Q1 | $1.04M | Buy |
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|
2013
Q4 | $808K | Buy |
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|
2013
Q3 | $666K | Buy |
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|
2013
Q2 | $641K | Buy |
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