JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
51,233
-844
| -2% | -$287K | 0.78% | 19 |
|
|
2025
Q1 | $16M | Buy |
52,077
+806
| +2% | +$247K | 0.78% | 20 |
|
|
2024
Q4 | $17M | Sell |
51,271
-2,839
| -5% | -$943K | 0.81% | 16 |
|
|
2024
Q3 | $17M | Sell |
54,110
-2,680
| -5% | -$843K | 0.78% | 22 |
|
|
2024
Q2 | $16.9M | Sell |
56,790
-2,412
| -4% | -$718K | 0.82% | 21 |
|
|
2024
Q1 | $17.1M | Sell |
59,202
-7,774
| -12% | -$2.24M | 0.92% | 21 |
|
|
2023
Q4 | $17.6M | Sell |
66,976
-3,110
| -4% | -$816K | 0.96% | 21 |
|
|
2023
Q3 | $16.5M | Sell |
70,086
-5,554
| -7% | -$1.31M | 1.15% | 12 |
|
|
2023
Q2 | $18.4M | Sell |
75,640
-4,554
| -6% | -$1.11M | 1.27% | 12 |
|
|
2023
Q1 | $18.1M | Sell |
80,194
-27,515
| -26% | -$6.2M | 1.29% | 12 |
|
|
2022
Q4 | $22.7M | Buy |
107,709
+33,009
| +44% | +$6.95M | 1.8% | 12 |
|
|
2022
Q3 | $14.9M | Sell |
74,700
-2,881
| -4% | -$574K | 1.37% | 12 |
|
|
2022
Q2 | $16.1M | Buy |
77,581
+4,157
| +6% | +$864K | 1.15% | 15 |
|
|
2022
Q1 | $18.4M | Sell |
73,424
-3,926
| -5% | -$982K | 1.3% | 13 |
|
|
2021
Q4 | $20.5M | Sell |
77,350
-878
| -1% | -$232K | 1.3% | 13 |
|
|
2021
Q3 | $18.9M | Sell |
78,228
-2,775
| -3% | -$671K | 1.29% | 12 |
|
|
2021
Q2 | $19.6M | Sell |
81,003
-5,379
| -6% | -$1.3M | 1.28% | 12 |
|
|
2021
Q1 | $19.3M | Sell |
86,382
-8,526
| -9% | -$1.91M | 1.3% | 11 |
|
|
2020
Q4 | $20.1M | Sell |
94,908
-2,816
| -3% | -$597K | 1.72% | 10 |
|
|
2020
Q3 | $18.3M | Sell |
97,724
-4,793
| -5% | -$897K | 1.87% | 10 |
|
|
2020
Q2 | $17.6M | Sell |
102,517
-1,294
| -1% | -$222K | 1.89% | 7 |
|
|
2020
Q1 | $14.7M | Sell |
103,811
-20,087
| -16% | -$2.84M | 1.76% | 10 |
|
|
2019
Q4 | $22.1M | Sell |
123,898
-4,835
| -4% | -$863K | 2% | 10 |
|
|
2019
Q3 | $21.2M | Sell |
128,733
-798
| -0.6% | -$131K | 1.94% | 10 |
|
|
2019
Q2 | $21.1M | Sell |
129,531
-5,351
| -4% | -$871K | 1.88% | 10 |
|
|
2019
Q1 | $21.2M | Sell |
134,882
-3,209
| -2% | -$505K | 1.88% | 11 |
|
|
2018
Q4 | $19.2M | Buy |
138,091
+56,030
| +68% | +$7.77M | 1.97% | 12 |
|
|
2018
Q3 | $13.3M | Sell |
82,061
-141,915
| -63% | -$22.9M | 1.35% | 14 |
|
|
2018
Q2 | $34M | Sell |
223,976
-850
| -0.4% | -$129K | 3.73% | 5 |
|
|
2018
Q1 | $33M | Buy |
224,826
+9,213
| +4% | +$1.35M | 3.95% | 4 |
|
|
2017
Q4 | $32M | Sell |
215,613
-744
| -0.3% | -$111K | 3.92% | 3 |
|
|
2017
Q3 | $30.3M | Sell |
216,357
-768
| -0.4% | -$107K | 3.98% | 2 |
|
|
2017
Q2 | $29.4M | Buy |
217,125
+30,174
| +16% | +$4.08M | 4.22% | 3 |
|
|
2017
Q1 | $24.5M | Buy |
186,951
+8,225
| +5% | +$1.08M | 3.09% | 3 |
|
|
2016
Q4 | $22.2M | Sell |
178,726
-56,790
| -24% | -$7.07M | 3.07% | 3 |
|
|
2016
Q3 | $28.4M | Sell |
235,516
-7,453
| -3% | -$898K | 3.79% | 3 |
|
|
2016
Q2 | $28.4M | Buy |
242,969
+239,484
| +6,872% | +$28M | 3.93% | 3 |
|
|
2016
Q1 | $398K | Buy |
3,485
+765
| +28% | +$87.4K | 0.08% | 189 |
|
|
2015
Q4 | $308K | Hold |
2,720
| – | – | 0.06% | 214 |
|
|
2015
Q3 | $291K | Hold |
2,720
| – | – | 0.06% | 209 |
|
|
2015
Q2 | $316K | Hold |
2,720
| – | – | 0.07% | 215 |
|
|
2015
Q1 | $315K | Hold |
2,720
| – | – | 0.07% | 218 |
|
|
2014
Q4 | $312K | Buy |
2,720
+570
| +27% | +$65.4K | 0.07% | 190 |
|
|
2014
Q3 | $236K | Hold |
2,150
| – | – | 0.06% | 202 |
|
|
2014
Q2 | $237K | Buy |
+2,150
| New | +$237K | 0.06% | 205 |
|