Johnson Financial Group Inc (Wisconsin)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $207K | Hold |
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|
2020
Q1 | $165K | Hold |
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|
2019
Q4 | $194K | Hold |
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|
2019
Q3 | $180K | Hold |
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|
2019
Q2 | $179K | Hold |
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|
2019
Q1 | $172K | Hold |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $177K | Hold |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $137K | Hold |
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|
2017
Q1 | $132K | Hold |
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|
2016
Q4 | $122K | Sell |
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|
2016
Q3 | $141K | Hold |
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|
2016
Q2 | $136K | Buy |
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