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

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

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 IYJ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 17% in Q3 2023, buying an estimated $66.7K and bringing the position to 4,382 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

JP Morgan Private Wealth Advisors first reported a position in IYJ in Q3 2015 and has held it in 21 quarters since. The position peaked at $1.82M in Q3 2015. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,382 shares of iShares US Industrials ETF worth $442K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 628 iShares US Industrials ETF shares in Q3 2023, an estimated $66.7K.
  • iShares US Industrials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1296 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Industrials ETF in Q3 2015 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Industrials ETF position peaked at $1.82M in Q3 2015.
  • 255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

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