Johnson Financial Group Inc (Wisconsin)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell	11,118 -186	-2%	-$20.5K	0.06%	144
2025 Q1	$1.05M	Buy	11,304 +186	+2%	+$17.3K	0.05%	146
2024 Q4	$1.16M	Buy	11,118 +5,354	+93%	+$558K	0.05%	137
2024 Q3	$552K	Buy	5,764 +432	+8%	+$41.4K	0.03%	220
2024 Q2	$493K	Sell	5,332 -367	-6%	-$34K	0.02%	211
2024 Q1	$481K	Sell	5,699 -656	-10%	-$55.4K	0.03%	191
2023 Q4	$477K	Sell	6,355 -1,636	-20%	-$123K	0.03%	187
2023 Q3	$548K	Buy	7,991 +1,253	+19%	+$86K	0.04%	164
2023 Q2	$475K	Sell	6,738 -288	-4%	-$20.3K	0.03%	188
2023 Q1	$449K	Hold	7,026	–	–	0.03%	194
2022 Q4	$411K	Hold	7,026	–	–	0.03%	183
2022 Q3	$414K	Sell	7,026 -750	-10%	-$44.2K	0.04%	178
2022 Q2	$469K	Hold	7,776	–	–	0.03%	186
2022 Q1	$594K	Buy	7,776 +1,184	+18%	+$90.4K	0.04%	179
2021 Q4	$552K	Hold	6,592	–	–	0.04%	182
2021 Q3	$488K	Sell	6,592 -40	-0.6%	-$2.96K	0.03%	187
2021 Q2	$482K	Hold	6,632	–	–	0.03%	188
2021 Q1	$431K	Buy	6,632 +2,632	+66%	+$171K	0.03%	193
2020 Q4	$255K	Hold	4,000	–	–	0.02%	198
2020 Q3	$231K	Hold	4,000	–	–	0.02%	187
2020 Q2	$207K	Hold	4,000	–	–	0.02%	179
2020 Q1	$165K	Hold	4,000	–	–	0.02%	204
2019 Q4	$194K	Hold	4,000	–	–	0.02%	210
2019 Q3	$180K	Hold	4,000	–	–	0.02%	229
2019 Q2	$179K	Hold	4,000	–	–	0.02%	236
2019 Q1	$172K	Hold	4,000	–	–	0.02%	226
2018 Q4	$151K	Hold	4,000	–	–	0.02%	233
2018 Q3	$177K	Hold	4,000	–	–	0.02%	229
2018 Q2	$163K	Hold	4,000	–	–	0.02%	229
2018 Q1	$155K	Hold	4,000	–	–	0.02%	238
2017 Q4	$153K	Hold	4,000	–	–	0.02%	253
2017 Q3	$143K	Hold	4,000	–	–	0.02%	254
2017 Q2	$137K	Hold	4,000	–	–	0.02%	257
2017 Q1	$132K	Hold	4,000	–	–	0.02%	294
2016 Q4	$122K	Sell	4,000 -652	-14%	-$19.9K	0.02%	319
2016 Q3	$141K	Hold	4,652	–	–	0.02%	300
2016 Q2	$136K	Buy	+4,652	New	+$136K	0.02%	324