Johnson Financial Group Inc (Wisconsin)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$9.2K | – | 809 |
|
|
2025
Q1 | $9.2K | Sell |
36
-15
| -29% | -$3.83K | ﹤0.01% | 771 |
|
|
2024
Q4 | $15.1K | Sell |
51
-273
| -84% | -$81.1K | ﹤0.01% | 617 |
|
|
2024
Q3 | $92K | Buy |
324
+260
| +406% | +$73.8K | ﹤0.01% | 455 |
|
|
2024
Q2 | $16.8K | Buy |
64
+28
| +78% | +$7.35K | ﹤0.01% | 530 |
|
|
2024
Q1 | $9.75K | Hold |
36
| – | – | ﹤0.01% | 559 |
|
|
2023
Q4 | $9.08K | Buy |
+36
| New | +$9.08K | ﹤0.01% | 667 |
|
|
2023
Q3 | – | Sell |
-282
| Closed | -$68.4K | – | 665 |
|
|
2023
Q2 | $68.4K | Hold |
282
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $64K | Hold |
282
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $60.5K | Hold |
282
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $64K | Hold |
282
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $58K | Sell |
282
-276
| -49% | -$56.8K | ﹤0.01% | 377 |
|
|
2022
Q1 | $143K | Hold |
558
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $163K | Hold |
558
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $164K | Hold |
558
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $174K | Hold |
558
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $168K | Buy |
+558
| New | +$168K | 0.01% | 281 |
|