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JP Morgan Private Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.74M Sell
53,061
-3,000
-5% -$162K 0.01% 643
2023
Q2 		$2.95M Sell
56,061
-28,065
-33% -$1.42M 0.02% 455
2023
Q1 		$4.23M Sell
84,126
-26,928
-24% -$1.47M 0.01% 627
2022
Q4 		$5.83M Buy
111,054
+40,509
+57% +$2.12M 0.01% 538
2022
Q3 		$3.32M Sell
70,545
-1,713
-2% -$89.9K 0.01% 674
2022
Q2 		$3.57M Sell
72,258
-771
-1% -$41.8K 0.01% 665
2022
Q1 		$4.39M Sell
73,029
-13,050
-15% -$823K 0.01% 661
2021
Q4 		$5.54M Buy
86,079
+6,174
+8% +$402K 0.01% 582
2021
Q3 		$5.01M Buy
79,905
+597
+0.8% +$37.5K 0.01% 594
2021
Q2 		$4.9M Buy
79,308
+1,035
+1% +$63.2K 0.01% 601
2021
Q1 		$4.47M Sell
78,273
-2,670
-3% -$144K 0.01% 533
2020
Q4 		$4.05M Sell
80,943
-14,859
-16% -$670K 0.01% 539
2020
Q3 		$3.9M Sell
95,802
-696
-0.7% -$28.7K 0.02% 488
2020
Q2 		$3.84M Sell
96,498
-2,049
-2% -$78.7K 0.02% 419
2020
Q1 		$3.37M Sell
98,547
-810
-0.8% -$37K 0.02% 430
2019
Q4 		$5.03M Buy
99,357
+1,665
+2% +$80K 0.02% 418
2019
Q3 		$4.44M Sell
97,692
-7,575
-7% -$341K 0.02% 424
2019
Q2 		$4.7M Sell
105,267
-7,329
-7% -$321K 0.03% 400
2019
Q1 		$4.68M Sell
112,596
-2,958
-3% -$123K 0.02% 411
2018
Q4 		$4.32M Buy
115,554
+8,295
+8% +$342K 0.03% 388
2018
Q3 		$4.77M Sell
107,259
-2,895
-3% -$131K 0.02% 437
2018
Q2 		$4.76M Sell
110,154
-825
-0.7% -$36.6K 0.03% 404
2018
Q1 		$4.84M Sell
110,979
-1,830
-2% -$83.1K 0.03% 328
2017
Q4 		$4.91M Sell
112,809
-2,274
-2% -$94.8K 0.03% 332
2017
Q3 		$4.6M Buy
115,083
+3,603
+3% +$138K 0.03% 330
2017
Q2 		$4.21M Buy
111,480
+11,760
+12% +$428K 0.03% 330
2017
Q1 		$3.63M Buy
99,720
+20,457
+26% +$751K 0.03% 354
2016
Q4 		$2.81M Buy
79,263
+5,472
+7% +$178K 0.02% 374
2016
Q3 		$2.16M Buy
73,791
+660
+0.9% +$19K 0.02% 419
2016
Q2 		$1.97M Buy
73,131
+414
+0.6% +$11.6K 0.02% 446
2016
Q1 		$1.97M Buy
72,717
+1,551
+2% +$41K 0.02% 404
2015
Q4 		$2.13M Buy
71,166
+15,714
+28% +$477K 0.02% 359
2015
Q3 		$1.58M Buy
55,452
+900
+2% +$27.6K 0.02% 379
2015
Q2 		$1.71M Buy
54,552
+72
+0.1% +$2.23K 0.02% 397
2015
Q1 		$1.63M Buy
54,480
+261
+0.5% +$7.73K 0.02% 416
2014
Q4 		$1.66M Sell
54,219
-540
-1% -$15.9K 0.02% 418
2014
Q3 		$1.57M Sell
54,759
-8,265
-13% -$235K 0.02% 413
2014
Q2 		$1.77M Sell
63,024
-1,431
-2% -$39.3K 0.03% 310
2014
Q1 		$1.82M Buy
64,455
+450
+0.7% +$12.5K 0.03% 299
2013
Q4 		$1.79M Buy
64,005
+4,350
+7% +$114K 0.04% 265
2013
Q3 		$1.47M Buy
59,655
+2,070
+4% +$51.8K 0.03% 273
2013
Q2 		$1.37M Buy
+57,585
New +$1.33M 0.03% 282

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Financial Services ETF (IYG) stake by 5.4% in Q3 2023, selling an estimated $162K and leaving 53,061 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #643.

JP Morgan Private Wealth Advisors first reported a position in IYG in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.83M in Q4 2022. 196 funds tracked by Wall St. Rank hold IYG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 53,061 shares of iShares US Financial Services ETF worth $2.74M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,000 iShares US Financial Services ETF shares in Q3 2023, an estimated $162K.
  • iShares US Financial Services ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #643 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Financial Services ETF position peaked at $5.83M in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2023.

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