JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
53,134
+2,674
| +5% | +$246K | 0.22% | 64 |
|
|
2025
Q1 | $4.29M | Sell |
50,460
-1,692
| -3% | -$144K | 0.21% | 62 |
|
|
2024
Q4 | $4.8M | Sell |
52,152
-10,073
| -16% | -$927K | 0.23% | 60 |
|
|
2024
Q3 | $5.48M | Buy |
62,225
+4,440
| +8% | +$391K | 0.25% | 62 |
|
|
2024
Q2 | $4.69M | Sell |
57,785
-1,124
| -2% | -$91.1K | 0.23% | 60 |
|
|
2024
Q1 | $4.95M | Sell |
58,909
-7,945
| -12% | -$668K | 0.27% | 42 |
|
|
2023
Q4 | $5.2M | Sell |
66,854
-6,471
| -9% | -$503K | 0.28% | 38 |
|
|
2023
Q3 | $5.09M | Sell |
73,325
-3,400
| -4% | -$236K | 0.35% | 28 |
|
|
2023
Q2 | $5.6M | Sell |
76,725
-5,386
| -7% | -$393K | 0.39% | 30 |
|
|
2023
Q1 | $5.74M | Sell |
82,111
-134,541
| -62% | -$9.41M | 0.41% | 27 |
|
|
2022
Q4 | $14.6M | Buy |
216,652
+126,199
| +140% | +$8.51M | 1.16% | 20 |
|
|
2022
Q3 | $6.01M | Sell |
90,453
-89,707
| -50% | -$5.96M | 0.55% | 28 |
|
|
2022
Q2 | $11.7M | Buy |
180,160
+125,736
| +231% | +$8.13M | 0.83% | 23 |
|
|
2022
Q1 | $4.25M | Buy |
54,424
+6,449
| +13% | +$503K | 0.3% | 38 |
|
|
2021
Q4 | $3.98M | Buy |
47,975
+65
| +0.1% | +$5.4K | 0.25% | 40 |
|
|
2021
Q3 | $3.75M | Sell |
47,910
-79
| -0.2% | -$6.18K | 0.25% | 39 |
|
|
2021
Q2 | $3.8M | Sell |
47,989
-1,190
| -2% | -$94.3K | 0.25% | 40 |
|
|
2021
Q1 | $3.64M | Sell |
49,179
-532
| -1% | -$39.3K | 0.24% | 40 |
|
|
2020
Q4 | $3.41M | Sell |
49,711
-955
| -2% | -$65.5K | 0.29% | 39 |
|
|
2020
Q3 | $2.91M | Sell |
50,666
-1,301
| -3% | -$74.6K | 0.3% | 46 |
|
|
2020
Q2 | $2.79M | Sell |
51,967
-68,379
| -57% | -$3.67M | 0.3% | 47 |
|
|
2020
Q1 | $5.2M | Sell |
120,346
-74,691
| -38% | -$3.22M | 0.62% | 26 |
|
|
2019
Q4 | $11.6M | Sell |
195,037
-7,906
| -4% | -$471K | 1.05% | 17 |
|
|
2019
Q3 | $11.4M | Sell |
202,943
-4,687
| -2% | -$262K | 1.04% | 18 |
|
|
2019
Q2 | $11.6M | Sell |
207,630
-75,675
| -27% | -$4.23M | 1.03% | 19 |
|
|
2019
Q1 | $15.3M | Sell |
283,305
-23,158
| -8% | -$1.25M | 1.36% | 14 |
|
|
2018
Q4 | $14.2M | Buy |
306,463
+276,711
| +930% | +$12.9M | 1.47% | 14 |
|
|
2018
Q3 | $6.56M | Buy |
29,752
+1,141
| +4% | +$252K | 0.67% | 26 |
|
|
2018
Q2 | $6.07M | Sell |
28,611
-32,406
| -53% | -$6.87M | 0.67% | 25 |
|
|
2018
Q1 | $12.6M | Sell |
61,017
-37,692
| -38% | -$7.78M | 1.51% | 13 |
|
|
2017
Q4 | $20.5M | Sell |
98,709
-1,050
| -1% | -$219K | 2.52% | 8 |
|
|
2017
Q3 | $19.7M | Buy |
99,759
+13,682
| +16% | +$2.7M | 2.59% | 8 |
|
|
2017
Q2 | $16.5M | Buy |
86,077
+728
| +0.9% | +$140K | 2.38% | 9 |
|
|
2017
Q1 | $16M | Buy |
85,349
+13,268
| +18% | +$2.48M | 2.01% | 10 |
|
|
2016
Q4 | $12.9M | Buy |
72,081
+44,135
| +158% | +$7.89M | 1.78% | 9 |
|
|
2016
Q3 | $4.87M | Sell |
27,946
-1,981
| -7% | -$345K | 0.65% | 34 |
|
|
2016
Q2 | $5.03M | Buy |
29,927
+27,063
| +945% | +$4.55M | 0.7% | 31 |
|
|
2016
Q1 | $467K | Buy |
2,864
+50
| +2% | +$8.15K | 0.09% | 176 |
|
|
2015
Q4 | $451K | Buy |
2,814
+1,549
| +122% | +$248K | 0.09% | 172 |
|
|
2015
Q3 | $197K | Buy |
1,265
+75
| +6% | +$11.7K | 0.04% | 247 |
|
|
2015
Q2 | $202K | Buy |
1,190
+730
| +159% | +$124K | 0.04% | 252 |
|
|
2015
Q1 | $80K | Hold |
460
| – | – | 0.02% | 423 |
|
|
2014
Q4 | $77K | Buy |
460
+270
| +142% | +$45.2K | 0.02% | 415 |
|
|
2014
Q3 | $30K | Buy |
+190
| New | +$30K | 0.01% | 513 |
|