Johnson Financial Group Inc (Wisconsin)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51K | Sell |
385
-307
| -44% | -$42K | ﹤0.01% | 477 |
|
|
2025
Q4 | $91.1K | Buy |
692
+307
| +80% | +$40K | ﹤0.01% | 423 |
|
|
2025
Q3 | $49.9K | Sell |
385
-531
| -58% | -$68K | ﹤0.01% | 605 |
|
|
2025
Q2 | $113K | Hold |
916
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $110K | Hold |
916
| – | – | 0.01% | 464 |
|
|
2024
Q4 | $119K | Sell |
916
-530
| -37% | -$67.7K | 0.01% | 348 |
|
|
2024
Q3 | $179K | Buy |
1,446
+1,061
| +276% | +$126K | 0.01% | 371 |
|
|
2024
Q2 | $43.7K | Buy |
+385
| New | +$43.9K | ﹤0.01% | 463 |
|
|
2024
Q1 | – | Sell |
-535
| Closed | -$61K | – | 888 |
|
|
2023
Q4 | $61K | Buy |
535
+443
| +482% | +$45.6K | ﹤0.01% | 429 |
|
|
2023
Q3 | $9.34K | Hold |
92
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $9.86K | Hold |
92
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $9.46K | Hold |
92
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $9.27K | Hold |
92
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $9K | Sell |
92
-98
| -52% | -$9.99K | ﹤0.01% | 536 |
|
|
2022
Q1 | $21K | Sell |
190
-32
| -14% | -$3.45K | ﹤0.01% | 527 |
|
|
2021
Q4 | $25K | Sell |
222
-32
| -13% | -$3.48K | ﹤0.01% | 543 |
|
|
2021
Q3 | $27K | Hold |
254
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $27K | Hold |
254
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $26K | Hold |
254
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $22K | Sell |
254
-3,732
| -94% | -$293K | ﹤0.01% | 400 |
|
|
2020
Q3 | $269K | Sell |
3,986
-98
| -2% | -$6.77K | 0.03% | 179 |
|
|
2020
Q2 | $272K | Hold |
4,084
| – | – | 0.03% | 166 |
|
|
2020
Q1 | $224K | Sell |
4,084
-1,112
| -21% | -$83.6K | 0.03% | 185 |
|
|
2019
Q4 | $444K | Hold |
5,196
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $416K | Sell |
5,196
-9,318
| -64% | -$733K | 0.04% | 183 |
|
|
2019
Q2 | $1.16M | Sell |
14,514
-136
| -0.9% | -$10.8K | 0.1% | 118 |
|
|
2019
Q1 | $1.15M | Sell |
14,650
-5,966
| -29% | -$462K | 0.1% | 119 |
|
|
2018
Q4 | $1.43M | Hold |
20,616
| – | – | 0.15% | 97 |
|
|
2018
Q3 | $1.73M | Sell |
20,616
-64
| -0.3% | -$5.34K | 0.18% | 92 |
|
|
2018
Q2 | $1.68M | Hold |
20,680
| – | – | 0.18% | 90 |
|
|
2018
Q1 | $1.6M | Buy |
20,680
+2,000
| +11% | +$159K | 0.19% | 96 |
|
|
2017
Q4 | $1.5M | Buy |
18,680
+480
| +3% | +$37.5K | 0.18% | 99 |
|
|
2017
Q3 | $1.39M | Sell |
18,200
-714
| -4% | -$52.9K | 0.18% | 95 |
|
|
2017
Q2 | $1.41M | Buy |
18,914
+250
| +1% | +$18.5K | 0.2% | 95 |
|
|
2017
Q1 | $1.39M | Buy |
18,664
+1,944
| +12% | +$144K | 0.17% | 121 |
|
|
2016
Q4 | $1.21M | Sell |
16,720
-1,978
| -11% | -$137K | 0.17% | 131 |
|
|
2016
Q3 | $1.24M | Buy |
18,698
+122
| +0.7% | +$8.06K | 0.17% | 123 |
|
|
2016
Q2 | $1.19M | Buy |
18,576
+118
| +0.6% | +$7.42K | 0.16% | 123 |
|
|
2016
Q1 | $1.15M | Buy |
18,458
+9,044
| +96% | +$513K | 0.23% | 98 |
|
|
2015
Q4 | $552K | Buy |
9,414
+6,204
| +193% | +$376K | 0.11% | 150 |
|
|
2015
Q3 | $185K | Hold |
3,210
| – | – | 0.04% | 251 |
|
|
2015
Q2 | $207K | Buy |
3,210
+100
| +3% | +$6.6K | 0.04% | 248 |
|
|
2015
Q1 | $204K | Buy |
3,110
+200
| +7% | +$12.9K | 0.04% | 261 |
|
|
2014
Q4 | $186K | Hold |
2,910
| – | – | 0.04% | 263 |
|
|
2014
Q3 | $175K | Buy |
2,910
+80
| +3% | +$5K | 0.05% | 243 |
|
|
2014
Q2 | $180K | Buy |
2,830
+160
| +6% | +$9.74K | 0.05% | 243 |
|
|
2014
Q1 | $161K | Buy |
2,670
+330
| +14% | +$19.3K | 0.05% | 232 |
|
|
2013
Q4 | $136K | Buy |
+2,340
| New | +$132K | 0.04% | 249 |
|
Other funds holding IJJ
DADC
CFB