JP Morgan Private Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$252K	Sell	1,995 -574	-22%	-$75.9K	﹤0.01%	1549
2023 Q2	$342K	Sell	2,569 -2,319	-47%	-$299K	﹤0.01%	1186
2023 Q1	$648K	Sell	4,888 -752	-13%	-$100K	﹤0.01%	1359
2022 Q4	$704K	Buy	5,640 +2,329	+70%	+$286K	﹤0.01%	1318
2022 Q3	$358K	Buy	+3,311	New	+$397K	﹤0.01%	1583
2022 Q2	–	Sell	-3,597	Closed	-$538K	–	1970
2022 Q1	$538K	Buy	+3,597	New	+$497K	﹤0.01%	1504
2019 Q2	–	Sell	-8,568	Closed	-$783K	–	1423
2019 Q1	$783K	Buy	+8,568	New	+$769K	﹤0.01%	868
2018 Q3	–	Sell	-11,173	Closed	-$1.11M	–	1599
2018 Q2	$1.11M	Buy	11,173 +1,560	+16%	+$156K	0.01%	738
2018 Q1	$924K	Buy	+9,613	New	+$985K	0.01%	666
2017 Q2	–	Sell	-12,848	Closed	-$1.15M	–	1289
2017 Q1	$1.15M	Buy	12,848 +3,586	+39%	+$314K	0.01%	594
2016 Q4	$770K	Buy	+9,262	New	+$749K	0.01%	673
2016 Q2	–	Sell	-5,017	Closed	-$368K	–	1289
2016 Q1	$368K	Buy	+5,017	New	+$337K	﹤0.01%	868

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 22% in Q3 2023, selling an estimated $75.9K and leaving 1,995 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

JP Morgan Private Wealth Advisors first reported a position in IYM in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2017. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,995 shares of iShares US Basic Materials ETF worth $252K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 574 iShares US Basic Materials ETF shares in Q3 2023, an estimated $75.9K.
iShares US Basic Materials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1549 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2016 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's iShares US Basic Materials ETF position peaked at $1.15M in Q1 2017.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

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