JP Morgan Private Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Hold |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.45M | Hold |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $241K | Buy |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $288K | Sell |
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|
2017
Q1 | $402K | Buy |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $544K | Buy |
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|
2016
Q2 | $264K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $441K | Buy |
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