JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,616
+2,475
| +217% | +$869K | 0.06% | 143 |
|
|
2025
Q1 | $362K | Hold |
1,141
| – | – | 0.02% | 258 |
|
|
2024
Q4 | $393K | Sell |
1,141
-51
| -4% | -$17.6K | 0.02% | 232 |
|
|
2024
Q3 | $389K | Buy |
1,192
+68
| +6% | +$22.2K | 0.02% | 268 |
|
|
2024
Q2 | $347K | Sell |
1,124
-106
| -9% | -$32.7K | 0.02% | 250 |
|
|
2024
Q1 | $369K | Sell |
1,230
-176
| -13% | -$52.8K | 0.02% | 231 |
|
|
2023
Q4 | $385K | Sell |
1,406
-7,789
| -85% | -$2.13M | 0.02% | 214 |
|
|
2023
Q3 | $2.26M | Buy |
9,195
+440
| +5% | +$108K | 0.16% | 65 |
|
|
2023
Q2 | $2.23M | Sell |
8,755
-3,220
| -27% | -$819K | 0.15% | 72 |
|
|
2023
Q1 | $2.82M | Buy |
11,975
+11,160
| +1,369% | +$2.63M | 0.2% | 55 |
|
|
2022
Q4 | $180K | Sell |
815
-73
| -8% | -$16.1K | 0.01% | 254 |
|
|
2022
Q3 | $198K | Sell |
888
-15,472
| -95% | -$3.45M | 0.02% | 241 |
|
|
2022
Q2 | $3.56M | Buy |
16,360
+3,314
| +25% | +$720K | 0.25% | 47 |
|
|
2022
Q1 | $3.42M | Sell |
13,046
-92
| -0.7% | -$24.1K | 0.24% | 47 |
|
|
2021
Q4 | $3.65M | Sell |
13,138
-10
| -0.1% | -$2.78K | 0.23% | 44 |
|
|
2021
Q3 | $3.35M | Sell |
13,148
-50
| -0.4% | -$12.7K | 0.23% | 49 |
|
|
2021
Q2 | $3.38M | Sell |
13,198
-408
| -3% | -$104K | 0.22% | 52 |
|
|
2021
Q1 | $3.23M | Buy |
13,606
+13,551
| +24,638% | +$3.21M | 0.22% | 51 |
|
|
2020
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $10K | Hold |
55
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 394 |
|
|
2019
Q4 | $10K | Hold |
55
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $10K | Buy |
55
+23
| +72% | +$4.18K | ﹤0.01% | 446 |
|
|
2019
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 466 |
|