JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
7,963
+950
| +14% | +$143K | 0.05% | 146 |
|
2025
Q1 | $891K | Buy |
7,013
+700
| +11% | +$89K | 0.04% | 160 |
|
2024
Q4 | $903K | Sell |
6,313
-1,554
| -20% | -$222K | 0.04% | 158 |
|
2024
Q3 | $1.04M | Hold |
7,867
| – | – | 0.05% | 154 |
|
2024
Q2 | $1M | Hold |
7,867
| – | – | 0.05% | 145 |
|
2024
Q1 | $922K | Sell |
7,867
-150
| -2% | -$17.6K | 0.05% | 127 |
|
2023
Q4 | $835K | Buy |
8,017
+644
| +9% | +$67K | 0.05% | 128 |
|
2023
Q3 | $702K | Hold |
7,373
| – | – | 0.05% | 141 |
|
2023
Q2 | $720K | Sell |
7,373
-174
| -2% | -$17K | 0.05% | 149 |
|
2023
Q1 | $670K | Sell |
7,547
-12,623
| -63% | -$1.12M | 0.05% | 151 |
|
2022
Q4 | $1.64M | Buy |
20,170
+17,570
| +676% | +$1.43M | 0.13% | 72 |
|
2022
Q3 | $219K | Buy |
+2,600
| New | +$219K | 0.02% | 227 |
|
2014
Q2 | – | Sell |
-531
| Closed | -$38K | – | 703 |
|
2014
Q1 | $38K | Hold |
531
| – | – | 0.01% | 431 |
|
2013
Q4 | $37K | Hold |
531
| – | – | 0.01% | 427 |
|
2013
Q3 | $34K | Hold |
531
| – | – | 0.01% | 447 |
|
2013
Q2 | $32K | Buy |
+531
| New | +$32K | 0.01% | 462 |
|