JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Hold |
1,411
| – | – | 0.01% | 350 |
|
|
2025
Q1 | $118K | Hold |
1,411
| – | – | 0.01% | 441 |
|
|
2024
Q4 | $133K | Sell |
1,411
-846
| -37% | -$79.8K | 0.01% | 339 |
|
|
2024
Q3 | $207K | Buy |
2,257
+1,692
| +299% | +$156K | 0.01% | 349 |
|
|
2024
Q2 | $49.8K | Buy |
+565
| New | +$49.8K | ﹤0.01% | 451 |
|
|
2024
Q1 | – | Sell |
-565
| Closed | -$44.8K | – | 889 |
|
|
2023
Q4 | $44.8K | Buy |
565
+425
| +304% | +$33.7K | ﹤0.01% | 461 |
|
|
2023
Q3 | $10.2K | Hold |
140
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $10.5K | Sell |
140
-148
| -51% | -$11.1K | ﹤0.01% | 536 |
|
|
2023
Q1 | $20.6K | Hold |
288
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $19.7K | Sell |
288
-72
| -20% | -$4.92K | ﹤0.01% | 440 |
|
|
2022
Q3 | $23K | Hold |
360
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $23K | Sell |
360
-284
| -44% | -$18.1K | ﹤0.01% | 462 |
|
|
2022
Q1 | $49K | Hold |
644
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $55K | Hold |
644
| – | – | ﹤0.01% | 435 |
|
|
2021
Q3 | $51K | Hold |
644
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $52K | Hold |
644
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $51K | Hold |
644
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $47K | Sell |
644
-617
| -49% | -$45K | ﹤0.01% | 333 |
|
|
2020
Q3 | $302K | Hold |
1,261
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $283K | Sell |
1,261
-202
| -14% | -$45.3K | 0.03% | 163 |
|
|
2020
Q1 | $261K | Sell |
1,463
-394
| -21% | -$70.3K | 0.03% | 172 |
|
|
2019
Q4 | $442K | Hold |
1,857
| – | – | 0.04% | 148 |
|
|
2019
Q3 | $416K | Sell |
1,857
-3,900
| -68% | -$874K | 0.04% | 184 |
|
|
2019
Q2 | $1.3M | Sell |
5,757
-456
| -7% | -$103K | 0.12% | 112 |
|
|
2019
Q1 | $1.36M | Sell |
6,213
-555
| -8% | -$122K | 0.12% | 105 |
|
|
2018
Q4 | $1.3M | Sell |
6,768
-13
| -0.2% | -$2.49K | 0.13% | 107 |
|
|
2018
Q3 | $1.58M | Sell |
6,781
-24
| -0.4% | -$5.59K | 0.16% | 99 |
|
|
2018
Q2 | $1.53M | Sell |
6,805
-5
| -0.1% | -$1.12K | 0.17% | 98 |
|
|
2018
Q1 | $1.49M | Sell |
6,810
-7
| -0.1% | -$1.53K | 0.18% | 102 |
|
|
2017
Q4 | $1.47M | Buy |
6,817
+429
| +7% | +$92.6K | 0.18% | 102 |
|
|
2017
Q3 | $1.29M | Buy |
6,388
+27
| +0.4% | +$5.46K | 0.17% | 99 |
|
|
2017
Q2 | $1.25M | Buy |
6,361
+231
| +4% | +$45.4K | 0.18% | 101 |
|
|
2017
Q1 | $1.17M | Buy |
6,130
+657
| +12% | +$125K | 0.15% | 141 |
|
|
2016
Q4 | $997K | Sell |
5,473
-260
| -5% | -$47.4K | 0.14% | 149 |
|
|
2016
Q3 | $1M | Sell |
5,733
-375
| -6% | -$65.5K | 0.13% | 141 |
|
|
2016
Q2 | $1.03M | Sell |
6,108
-635
| -9% | -$107K | 0.14% | 135 |
|
|
2016
Q1 | $1.1M | Buy |
6,743
+3,415
| +103% | +$555K | 0.22% | 103 |
|
|
2015
Q4 | $536K | Buy |
3,328
+2,488
| +296% | +$401K | 0.11% | 156 |
|
|
2015
Q3 | $132K | Hold |
840
| – | – | 0.03% | 296 |
|
|
2015
Q2 | $142K | Sell |
840
-125
| -13% | -$21.1K | 0.03% | 300 |
|
|
2015
Q1 | $166K | Buy |
965
+275
| +40% | +$47.3K | 0.04% | 289 |
|
|
2014
Q4 | $110K | Hold |
690
| – | – | 0.03% | 345 |
|
|
2014
Q3 | $105K | Hold |
690
| – | – | 0.03% | 319 |
|
|
2014
Q2 | $108K | Hold |
690
| – | – | 0.03% | 327 |
|
|
2014
Q1 | $106K | Buy |
690
+130
| +23% | +$20K | 0.03% | 272 |
|
|
2013
Q4 | $84K | Buy |
+560
| New | +$84K | 0.02% | 302 |
|
|
2013
Q3 | – | Sell |
-310
| Closed | -$40K | – | 687 |
|
|
2013
Q2 | $40K | Buy |
+310
| New | +$40K | 0.01% | 437 |
|