Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669M | Buy |
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|
2025
Q1 | $590M | Buy |
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|
2024
Q4 | $615M | Buy |
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|
2024
Q3 | $442M | Buy |
|
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|
2024
Q2 | $413M | Buy |
|
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|
2024
Q1 | $377M | Sell |
|
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|
2023
Q4 | $348M | Buy |
|
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|
2023
Q3 | $306M | Buy |
|
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|
2023
Q2 | $294M | Sell |
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|
2023
Q1 | $288M | Buy |
|
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|
2022
Q4 | $219M | Sell |
|
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|
2022
Q3 | $222M | Sell |
|
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|
2022
Q2 | $281M | Buy |
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|
2022
Q1 | $331M | Sell |
|
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|
2021
Q4 | $375M | Sell |
|
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|
2021
Q3 | $341M | Sell |
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|
2021
Q2 | $341M | Buy |
|
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|
2021
Q1 | $309M | Buy |
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|
2020
Q4 | $289M | Buy |
|
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|
2020
Q3 | $235M | Sell |
|
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|
2020
Q2 | $221M | Buy |
|
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|
2020
Q1 | $177M | Buy |
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|
2019
Q4 | $196M | Buy |
|
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|
2019
Q3 | $161M | Buy |
|
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|
2019
Q2 | $151M | Buy |
|
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|
2019
Q1 | $143M | Buy |
|
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|
2018
Q4 | $98.9M | Buy |
|
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|
2018
Q3 | $93.5M | Buy |
|
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|
2018
Q2 | $82.9M | Buy |
|
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|
2018
Q1 | $65M | Buy |
|
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|
2017
Q4 | $54.6M | Buy |
|
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|
2017
Q3 | $29.4M | Buy |
|
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|
2017
Q2 | $22.8M | Buy |
|
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|
2017
Q1 | $17.2M | Buy |
|
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|
2016
Q4 | $1.45M | Buy |
|
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|
2016
Q3 | $1.37M | Buy |
|
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|
2016
Q2 | $1.15M | Buy |
|
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|
2016
Q1 | $390K | Sell |
|
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|
2015
Q4 | $462K | Buy |
|
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|
2015
Q3 | $383K | Hold |
|
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|
2015
Q2 | $412K | Sell |
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|
2015
Q1 | $545K | Sell |
|
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|
2014
Q4 | $666K | Buy |
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|
2014
Q3 | $395K | Buy |
|
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|
2014
Q2 | $122K | Hold |
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|
2014
Q1 | $117K | Hold |
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|
2013
Q4 | $115K | Hold |
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|
2013
Q3 | $105K | Sell |
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|
2013
Q2 | $101K | Buy |
|