Johnson Financial Group Inc (Wisconsin)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $501K | Sell |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $464K | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $724K | Sell |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $51.6M | Buy |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $706K | Sell |
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|
2019
Q1 | $760K | Buy |
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|
2018
Q4 | $626K | Buy |
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|
2018
Q3 | $630K | Hold |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $640K | Buy |
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|
2017
Q4 | $600K | Buy |
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|
2017
Q3 | $489K | Buy |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $365K | Buy |
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|
2016
Q4 | $308K | Buy |
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|
2016
Q3 | $279K | Hold |
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|
2016
Q2 | $270K | Buy |
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|
2016
Q1 | $218K | Sell |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $288K | Buy |
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|
2015
Q1 | $286K | Buy |
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|
2014
Q4 | $61K | Buy |
|