JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $113K | Hold |
916
| – | – | 0.01% | 366 |
|
2025
Q1 | $110K | Hold |
916
| – | – | 0.01% | 464 |
|
2024
Q4 | $119K | Sell |
916
-530
| -37% | -$68.7K | 0.01% | 348 |
|
2024
Q3 | $179K | Buy |
1,446
+1,061
| +276% | +$131K | 0.01% | 371 |
|
2024
Q2 | $43.7K | Buy |
+385
| New | +$43.7K | ﹤0.01% | 463 |
|
2024
Q1 | – | Sell |
-535
| Closed | -$61K | – | 888 |
|
2023
Q4 | $61K | Buy |
535
+443
| +482% | +$50.5K | ﹤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% | 507 |
|
2022
Q2 | $9K | Sell |
92
-98
| -52% | -$9.59K | ﹤0.01% | 536 |
|
2022
Q1 | $21K | Sell |
190
-32
| -14% | -$3.54K | ﹤0.01% | 527 |
|
2021
Q4 | $25K | Sell |
222
-32
| -13% | -$3.6K | ﹤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
-1,739
| -87% | -$151K | ﹤0.01% | 400 |
|
2020
Q3 | $269K | Sell |
1,993
-49
| -2% | -$6.61K | 0.03% | 179 |
|
2020
Q2 | $272K | Hold |
2,042
| – | – | 0.03% | 166 |
|
2020
Q1 | $224K | Sell |
2,042
-556
| -21% | -$61K | 0.03% | 185 |
|
2019
Q4 | $444K | Hold |
2,598
| – | – | 0.04% | 147 |
|
2019
Q3 | $416K | Sell |
2,598
-4,659
| -64% | -$746K | 0.04% | 183 |
|
2019
Q2 | $1.16M | Sell |
7,257
-68
| -0.9% | -$10.9K | 0.1% | 118 |
|
2019
Q1 | $1.15M | Sell |
7,325
-2,983
| -29% | -$468K | 0.1% | 119 |
|
2018
Q4 | $1.43M | Hold |
10,308
| – | – | 0.15% | 97 |
|
2018
Q3 | $1.73M | Sell |
10,308
-32
| -0.3% | -$5.36K | 0.18% | 92 |
|
2018
Q2 | $1.68M | Hold |
10,340
| – | – | 0.18% | 90 |
|
2018
Q1 | $1.6M | Buy |
10,340
+1,000
| +11% | +$155K | 0.19% | 96 |
|
2017
Q4 | $1.5M | Buy |
9,340
+240
| +3% | +$38.4K | 0.18% | 99 |
|
2017
Q3 | $1.39M | Sell |
9,100
-357
| -4% | -$54.5K | 0.18% | 95 |
|
2017
Q2 | $1.41M | Buy |
9,457
+125
| +1% | +$18.6K | 0.2% | 95 |
|
2017
Q1 | $1.39M | Buy |
9,332
+972
| +12% | +$144K | 0.17% | 121 |
|
2016
Q4 | $1.21M | Sell |
8,360
-989
| -11% | -$144K | 0.17% | 131 |
|
2016
Q3 | $1.24M | Buy |
9,349
+61
| +0.7% | +$8.11K | 0.17% | 123 |
|
2016
Q2 | $1.19M | Buy |
9,288
+59
| +0.6% | +$7.55K | 0.16% | 123 |
|
2016
Q1 | $1.15M | Buy |
9,229
+4,522
| +96% | +$561K | 0.23% | 98 |
|
2015
Q4 | $552K | Buy |
4,707
+3,102
| +193% | +$364K | 0.11% | 150 |
|
2015
Q3 | $185K | Hold |
1,605
| – | – | 0.04% | 251 |
|
2015
Q2 | $207K | Buy |
1,605
+50
| +3% | +$6.45K | 0.04% | 248 |
|
2015
Q1 | $204K | Buy |
1,555
+100
| +7% | +$13.1K | 0.04% | 261 |
|
2014
Q4 | $186K | Hold |
1,455
| – | – | 0.04% | 263 |
|
2014
Q3 | $175K | Buy |
1,455
+40
| +3% | +$4.81K | 0.05% | 243 |
|
2014
Q2 | $180K | Buy |
1,415
+80
| +6% | +$10.2K | 0.05% | 243 |
|
2014
Q1 | $161K | Buy |
1,335
+165
| +14% | +$19.9K | 0.05% | 232 |
|
2013
Q4 | $136K | Buy |
+1,170
| New | +$136K | 0.04% | 249 |
|