JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
10,618
+423
| +4% | +$91.3K | 0.1% | 107 |
|
|
2025
Q1 | $2.03M | Buy |
10,195
+901
| +10% | +$180K | 0.1% | 109 |
|
|
2024
Q4 | $2.1M | Buy |
9,294
+703
| +8% | +$159K | 0.1% | 108 |
|
|
2024
Q3 | $1.9M | Buy |
8,591
+2,161
| +34% | +$477K | 0.09% | 112 |
|
|
2024
Q2 | $1.3M | Sell |
6,430
-1,848
| -22% | -$375K | 0.06% | 129 |
|
|
2024
Q1 | $1.74M | Buy |
8,278
+865
| +12% | +$182K | 0.09% | 79 |
|
|
2023
Q4 | $1.49M | Buy |
7,413
+315
| +4% | +$63.2K | 0.08% | 87 |
|
|
2023
Q3 | $1.26M | Buy |
7,098
+344
| +5% | +$61K | 0.09% | 94 |
|
|
2023
Q2 | $1.26M | Sell |
6,754
-143
| -2% | -$26.8K | 0.09% | 99 |
|
|
2023
Q1 | $1.23M | Buy |
6,897
+70
| +1% | +$12.5K | 0.09% | 98 |
|
|
2022
Q4 | $1.19M | Sell |
6,827
-619
| -8% | -$108K | 0.09% | 100 |
|
|
2022
Q3 | $1.31M | Sell |
7,446
-145
| -2% | -$25.5K | 0.12% | 85 |
|
|
2022
Q2 | $1.29M | Sell |
7,591
-59,056
| -89% | -$10M | 0.09% | 99 |
|
|
2022
Q1 | $13.7M | Sell |
66,647
-2,857
| -4% | -$586K | 0.97% | 15 |
|
|
2021
Q4 | $15.5M | Buy |
69,504
+340
| +0.5% | +$75.6K | 0.98% | 14 |
|
|
2021
Q3 | $15.1M | Sell |
69,164
-2,965
| -4% | -$649K | 1.03% | 14 |
|
|
2021
Q2 | $16.5M | Sell |
72,129
-6,090
| -8% | -$1.4M | 1.08% | 14 |
|
|
2021
Q1 | $17.3M | Sell |
78,219
-8,584
| -10% | -$1.9M | 1.16% | 13 |
|
|
2020
Q4 | $17M | Sell |
86,803
-9,834
| -10% | -$1.93M | 1.46% | 12 |
|
|
2020
Q3 | $14.5M | Sell |
96,637
-20,458
| -17% | -$3.06M | 1.48% | 12 |
|
|
2020
Q2 | $16.8M | Sell |
117,095
-29,077
| -20% | -$4.16M | 1.8% | 8 |
|
|
2020
Q1 | $16.7M | Sell |
146,172
-40,343
| -22% | -$4.62M | 2% | 8 |
|
|
2019
Q4 | $30.9M | Sell |
186,515
-19,168
| -9% | -$3.18M | 2.79% | 8 |
|
|
2019
Q3 | $31.1M | Sell |
205,683
-4,185
| -2% | -$633K | 2.86% | 6 |
|
|
2019
Q2 | $32.6M | Buy |
209,868
+2,756
| +1% | +$429K | 2.9% | 7 |
|
|
2019
Q1 | $31.7M | Buy |
207,112
+42,113
| +26% | +$6.45M | 2.81% | 7 |
|
|
2018
Q4 | $22.1M | Buy |
164,999
+138,679
| +527% | +$18.6M | 2.27% | 10 |
|
|
2018
Q3 | $4.44M | Buy |
26,320
+3,891
| +17% | +$656K | 0.45% | 36 |
|
|
2018
Q2 | $3.67M | Buy |
22,429
+58
| +0.3% | +$9.5K | 0.4% | 45 |
|
|
2018
Q1 | $3.4M | Sell |
22,371
-2,659
| -11% | -$404K | 0.41% | 48 |
|
|
2017
Q4 | $3.82M | Buy |
25,030
+3,335
| +15% | +$508K | 0.47% | 39 |
|
|
2017
Q3 | $3.22M | Buy |
21,695
+3,105
| +17% | +$460K | 0.42% | 43 |
|
|
2017
Q2 | $2.62M | Buy |
18,590
+10,607
| +133% | +$1.49M | 0.38% | 56 |
|
|
2017
Q1 | $1.1M | Sell |
7,983
-709
| -8% | -$97.4K | 0.14% | 146 |
|
|
2016
Q4 | $1.17M | Buy |
8,692
+145
| +2% | +$19.6K | 0.16% | 134 |
|
|
2016
Q3 | $1.06M | Sell |
8,547
-1,277
| -13% | -$159K | 0.14% | 137 |
|
|
2016
Q2 | $1.13M | Buy |
9,824
+2,807
| +40% | +$323K | 0.16% | 131 |
|
|
2016
Q1 | $776K | Hold |
7,017
| – | – | 0.16% | 134 |
|
|
2015
Q4 | $790K | Buy |
7,017
+93
| +1% | +$10.5K | 0.16% | 122 |
|
|
2015
Q3 | $756K | Buy |
6,924
+600
| +9% | +$65.5K | 0.17% | 130 |
|
|
2015
Q2 | $790K | Sell |
6,324
-80
| -1% | -$9.99K | 0.16% | 128 |
|
|
2015
Q1 | $796K | Buy |
6,404
+230
| +4% | +$28.6K | 0.17% | 129 |
|
|
2014
Q4 | $739K | Buy |
6,174
+805
| +15% | +$96.4K | 0.17% | 129 |
|
|
2014
Q3 | $587K | Sell |
5,369
-20
| -0.4% | -$2.19K | 0.15% | 136 |
|
|
2014
Q2 | $640K | Sell |
5,389
-436
| -7% | -$51.8K | 0.17% | 132 |
|
|
2014
Q1 | $678K | Buy |
5,825
+1,345
| +30% | +$157K | 0.2% | 110 |
|
|
2013
Q4 | $517K | Buy |
4,480
+1,980
| +79% | +$228K | 0.15% | 130 |
|
|
2013
Q3 | $267K | Buy |
2,500
+1,500
| +150% | +$160K | 0.08% | 179 |
|
|
2013
Q2 | $97K | Buy |
+1,000
| New | +$97K | 0.03% | 324 |
|