JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
35,788
+2,622
| +8% | +$364K | 0.22% | 61 |
|
|
2025
Q1 | $3.9M | Sell |
33,166
-5,283
| -14% | -$621K | 0.19% | 69 |
|
|
2024
Q4 | $5.18M | Sell |
38,449
-21,722
| -36% | -$2.93M | 0.24% | 53 |
|
|
2024
Q3 | $7.06M | Sell |
60,171
-4,104
| -6% | -$481K | 0.32% | 46 |
|
|
2024
Q2 | $7.09M | Sell |
64,275
-3,822
| -6% | -$422K | 0.34% | 41 |
|
|
2024
Q1 | $7.77M | Sell |
68,097
-17,433
| -20% | -$1.99M | 0.42% | 29 |
|
|
2023
Q4 | $8.93M | Sell |
85,530
-13,570
| -14% | -$1.42M | 0.49% | 28 |
|
|
2023
Q3 | $9.06M | Buy |
99,100
+4,289
| +5% | +$392K | 0.63% | 21 |
|
|
2023
Q2 | $9.16M | Sell |
94,811
-13,368
| -12% | -$1.29M | 0.63% | 21 |
|
|
2023
Q1 | $9.85M | Sell |
108,179
-232,055
| -68% | -$21.1M | 0.7% | 20 |
|
|
2022
Q4 | $28.4M | Buy |
340,234
+254,793
| +298% | +$21.3M | 2.25% | 9 |
|
|
2022
Q3 | $7.18M | Sell |
85,441
-92,367
| -52% | -$7.77M | 0.66% | 24 |
|
|
2022
Q2 | $14.1M | Buy |
177,808
+157,318
| +768% | +$12.5M | 1.01% | 19 |
|
|
2022
Q1 | $2.06M | Sell |
20,490
-3,676
| -15% | -$370K | 0.15% | 72 |
|
|
2021
Q4 | $2.78M | Buy |
24,166
+7,028
| +41% | +$810K | 0.18% | 58 |
|
|
2021
Q3 | $1.92M | Sell |
17,138
-501
| -3% | -$56.2K | 0.13% | 80 |
|
|
2021
Q2 | $2M | Buy |
17,639
+157
| +0.9% | +$17.8K | 0.13% | 79 |
|
|
2021
Q1 | $1.78M | Sell |
17,482
-380
| -2% | -$38.8K | 0.12% | 84 |
|
|
2020
Q4 | $1.83M | Buy |
17,862
+9,600
| +116% | +$985K | 0.16% | 74 |
|
|
2020
Q3 | $1.43M | Sell |
8,262
-410
| -5% | -$70.9K | 0.15% | 75 |
|
|
2020
Q2 | $1.37M | Sell |
8,672
-1,797
| -17% | -$284K | 0.15% | 73 |
|
|
2020
Q1 | $1.27M | Sell |
10,469
-1,469
| -12% | -$178K | 0.15% | 74 |
|
|
2019
Q4 | $1.82M | Sell |
11,938
-399
| -3% | -$60.9K | 0.16% | 71 |
|
|
2019
Q3 | $1.74M | Buy |
12,337
+308
| +3% | +$43.5K | 0.16% | 96 |
|
|
2019
Q2 | $1.72M | Sell |
12,029
-47
| -0.4% | -$6.71K | 0.15% | 98 |
|
|
2019
Q1 | $1.64M | Buy |
12,076
+1,419
| +13% | +$192K | 0.15% | 93 |
|
|
2018
Q4 | $1.21M | Buy |
10,657
+6,496
| +156% | +$739K | 0.12% | 111 |
|
|
2018
Q3 | $564K | Buy |
4,161
+131
| +3% | +$17.8K | 0.06% | 166 |
|
|
2018
Q2 | $510K | Sell |
4,030
-126
| -3% | -$15.9K | 0.06% | 165 |
|
|
2018
Q1 | $511K | Sell |
4,156
-113
| -3% | -$13.9K | 0.06% | 164 |
|
|
2017
Q4 | $515K | Buy |
4,269
+169
| +4% | +$20.4K | 0.06% | 171 |
|
|
2017
Q3 | $464K | Sell |
4,100
-16
| -0.4% | -$1.81K | 0.06% | 165 |
|
|
2017
Q2 | $445K | Sell |
4,116
-55
| -1% | -$5.95K | 0.06% | 173 |
|
|
2017
Q1 | $433K | Buy |
4,171
+386
| +10% | +$40.1K | 0.05% | 212 |
|
|
2016
Q4 | $369K | Sell |
3,785
-59
| -2% | -$5.75K | 0.05% | 220 |
|
|
2016
Q3 | $374K | Hold |
3,844
| – | – | 0.05% | 219 |
|
|
2016
Q2 | $360K | Buy |
3,844
+400
| +12% | +$37.5K | 0.05% | 224 |
|
|
2016
Q1 | $317K | Sell |
3,444
-91
| -3% | -$8.38K | 0.06% | 212 |
|
|
2015
Q4 | $325K | Hold |
3,535
| – | – | 0.07% | 207 |
|
|
2015
Q3 | $313K | Buy |
3,535
+60
| +2% | +$5.31K | 0.07% | 202 |
|
|
2015
Q2 | $337K | Buy |
3,475
+75
| +2% | +$7.27K | 0.07% | 212 |
|
|
2015
Q1 | $333K | Buy |
3,400
+1,920
| +130% | +$188K | 0.07% | 212 |
|
|
2014
Q4 | $138K | Buy |
1,480
+630
| +74% | +$58.7K | 0.03% | 306 |
|
|
2014
Q3 | $75K | Hold |
850
| – | – | 0.02% | 388 |
|
|
2014
Q2 | $76K | Buy |
850
+230
| +37% | +$20.6K | 0.02% | 395 |
|
|
2014
Q1 | $53K | Hold |
620
| – | – | 0.02% | 369 |
|
|
2013
Q4 | $52K | Buy |
+620
| New | +$52K | 0.02% | 367 |
|