Johnson Financial Group Inc (Wisconsin)’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Hold |
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|
2025
Q1 | $82.3K | Hold |
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|
2024
Q4 | $86.1K | Hold |
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|
2024
Q3 | $75.7K | Hold |
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|
2024
Q2 | $68.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $58.5K | Hold |
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|
2023
Q2 | $58.1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $160K | Sell |
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|
2019
Q2 | $188K | Sell |
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|
2019
Q1 | $194K | Sell |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $758K | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $456K | Buy |
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|
2017
Q3 | $164K | Sell |
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|
2017
Q2 | $256K | Buy |
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|
2017
Q1 | $194K | Sell |
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|
2016
Q4 | $212K | Sell |
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|
2016
Q3 | $189K | Sell |
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|
2016
Q2 | $313K | Sell |
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|
2016
Q1 | $930K | Sell |
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|
2015
Q4 | $2.33M | Buy |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $195K | Sell |
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|
2015
Q1 | $403K | Buy |
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|
2014
Q4 | $324K | Buy |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $47K | Buy |
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|
2013
Q4 | $17K | Sell |
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|
2013
Q3 | $45K | Sell |
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|
2013
Q2 | $93K | Buy |
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