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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$252K Sell
2023
Q2
$342K Sell
2023
Q1
$648K Sell
2022
Q4
$704K Buy
2022
Q3
$358K Buy
2022
Q2
Sell
2022
Q1
$538K Buy
2019
Q2
Sell
2019
Q1
$783K Buy
2018
Q3
Sell
2018
Q2
$1.11M Buy
2018
Q1
$924K Buy
2017
Q2
Sell
2017
Q1
$1.15M Buy
2016
Q4
$770K Buy
2016
Q2
Sell
2016
Q1
$368K Buy