Johnson Financial Group Inc (Wisconsin)’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $840K | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $3.31M | Hold |
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|
2018
Q4 | $2.97M | Buy |
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|
2018
Q3 | $3.39M | Buy |
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|
2018
Q2 | $3.07M | Hold |
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|
2018
Q1 | $3.05M | Sell |
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|
2017
Q4 | $3.19M | Buy |
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|
2017
Q3 | $2.91M | Sell |
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|
2017
Q2 | $2.84M | Sell |
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|
2017
Q1 | $2.88M | Buy |
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|
2016
Q4 | $2.73M | Buy |
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|
2016
Q3 | $2.54M | Sell |
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|
2016
Q2 | $2.49M | Buy |
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|
2016
Q1 | $2.23M | Buy |
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|
2015
Q4 | $938K | Buy |
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|
2015
Q3 | $76K | Hold |
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|
2015
Q2 | $84K | Hold |
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|
2015
Q1 | $84K | Hold |
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|
2014
Q4 | $85K | Hold |
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|
2014
Q3 | $82K | Buy |
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