JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
6,153
-740
| -11% | -$99.9K | 0.04% | 171 |
|
|
2025
Q1 | $841K | Sell |
6,893
-175
| -2% | -$21.4K | 0.04% | 170 |
|
|
2024
Q4 | $936K | Sell |
7,068
-1,193
| -14% | -$158K | 0.04% | 155 |
|
|
2024
Q3 | $1.04M | Buy |
8,261
+206
| +3% | +$25.9K | 0.05% | 153 |
|
|
2024
Q2 | $957K | Sell |
8,055
-1,778
| -18% | -$211K | 0.05% | 148 |
|
|
2024
Q1 | $1.13M | Buy |
9,833
+58
| +0.6% | +$6.69K | 0.06% | 106 |
|
|
2023
Q4 | $1.03M | Buy |
9,775
+6,588
| +207% | +$693K | 0.06% | 111 |
|
|
2023
Q3 | $302K | Sell |
3,187
-364
| -10% | -$34.4K | 0.02% | 213 |
|
|
2023
Q2 | $347K | Buy |
3,551
+2,908
| +452% | +$285K | 0.02% | 218 |
|
|
2023
Q1 | $58.2K | Hold |
643
| – | – | ﹤0.01% | 394 |
|
|
2022
Q4 | $54.5K | Sell |
643
-35
| -5% | -$2.97K | ﹤0.01% | 340 |
|
|
2022
Q3 | $56K | Sell |
678
-18
| -3% | -$1.49K | 0.01% | 343 |
|
|
2022
Q2 | $58K | Buy |
+696
| New | +$58K | ﹤0.01% | 376 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$43K | – | 464 |
|
|
2020
Q1 | $43K | Hold |
750
| – | – | 0.01% | 294 |
|
|
2019
Q4 | $55K | Buy |
+750
| New | +$55K | 0.01% | 304 |
|