JP Morgan Private Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$442K	Buy	4,382 +628	+17%	+$66.7K	﹤0.01%	1296
2023 Q2	$398K	Sell	3,754 -6,022	-62%	-$602K	﹤0.01%	1122
2023 Q1	$979K	Sell	9,776 -4,385	-31%	-$438K	﹤0.01%	1173
2022 Q4	$1.37M	Buy	14,161 +3,541	+33%	+$334K	﹤0.01%	1000
2022 Q3	$890K	Sell	10,620 -13	-0.1%	-$1.22K	﹤0.01%	1197
2022 Q2	$937K	Buy	10,633 +6,370	+149%	+$612K	﹤0.01%	1171
2022 Q1	$449K	Sell	4,263 -1,440	-25%	-$152K	﹤0.01%	1584
2021 Q4	$643K	Buy	5,703 +2,545	+81%	+$282K	﹤0.01%	1448
2021 Q3	$338K	Buy	3,158 +506	+19%	+$56.8K	﹤0.01%	1656
2021 Q2	$295K	Buy	+2,652	New	+$293K	﹤0.01%	1680
2020 Q2	–	Sell	-3,370	Closed	-$209K	–	1577
2020 Q1	$209K	Buy	3,370 +882	+35%	+$68.7K	﹤0.01%	1281
2019 Q4	$208K	Buy	+2,488	New	+$203K	﹤0.01%	1388
2019 Q3	–	Sell	-2,736	Closed	-$216K	–	1456
2019 Q2	$216K	Sell	2,736 -1,166	-30%	-$90.1K	﹤0.01%	1280
2019 Q1	$296K	Sell	3,902 -5,396	-58%	-$391K	﹤0.01%	1214
2018 Q4	$598K	Sell	9,298 -930	-9%	-$65.3K	﹤0.01%	904
2018 Q3	$799K	Sell	10,228 -214	-2%	-$16.3K	﹤0.01%	901
2018 Q2	$750K	Sell	10,442 -2,064	-17%	-$151K	﹤0.01%	871
2018 Q1	$907K	Buy	12,506 +1,864	+18%	+$140K	0.01%	671
2017 Q4	$784K	Buy	10,642 +7,666	+258%	+$547K	0.01%	727
2017 Q3	$206K	Buy	+2,976	New	+$199K	﹤0.01%	1145
2015 Q4	–	Sell	-37,740	Closed	-$1.82M	–	1186
2015 Q3	$1.82M	Buy	+37,740	New	+$1.93M	0.02%	350