Johnson Financial Group Inc (Wisconsin)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $180K | Sell |
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|
2022
Q3 | $198K | Sell |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $3.65M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $3.23M | Buy |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Buy |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $5K | Buy |
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