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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

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Wells Fargo
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MMA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return