JP Morgan Private Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,280	Closed	-$228K	–	1973
2022 Q4	$228K	Buy	+4,280	New	+$231K	﹤0.01%	1764
2022 Q2	–	Sell	-8,236	Closed	-$556K	–	1971
2022 Q1	$556K	Sell	8,236 -384	-4%	-$25.3K	﹤0.01%	1491
2021 Q4	$596K	Buy	8,620 +444	+5%	+$29.7K	﹤0.01%	1481
2021 Q3	$497K	Sell	8,176 -1,452	-15%	-$91.8K	﹤0.01%	1499
2021 Q2	$626K	Buy	9,628 +768	+9%	+$51.3K	﹤0.01%	1396
2021 Q1	$571K	Sell	8,860 -656	-7%	-$38.5K	﹤0.01%	1256
2020 Q4	$525K	Sell	9,516 -300	-3%	-$16K	﹤0.01%	1272
2020 Q3	$488K	Sell	9,816 -80	-0.8%	-$3.74K	﹤0.01%	1166
2020 Q2	$402K	Buy	+9,896	New	+$376K	﹤0.01%	1198

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IYT Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 4,280 shares — an estimated $228K sold.

JP Morgan Private Wealth Advisors first reported a position in IYT in Q2 2020 and held it in 9 quarters. The position peaked at $626K in Q2 2021. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,280 iShares US Transportation ETF shares in Q1 2023, an estimated $228K.
JP Morgan Private Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's iShares US Transportation ETF position peaked at $626K in Q2 2021.
175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.