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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85.8K | Hold |
729
| – | – | ﹤0.01% | 410 |
|
|
2025
Q4 | $94K | Hold |
729
| – | – | ﹤0.01% | 420 |
|
|
2025
Q3 | $92.3K | Hold |
729
| – | – | ﹤0.01% | 458 |
|
|
2025
Q2 | $88.2K | Hold |
729
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $82.3K | Hold |
729
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $86.1K | Hold |
729
| – | – | ﹤0.01% | 391 |
|
|
2024
Q3 | $75.7K | Hold |
729
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $68.9K | Buy |
+729
| New | +$68.3K | ﹤0.01% | 423 |
|
|
2023
Q4 | – | Sell |
-779
| Closed | -$58.5K | – | 969 |
|
|
2023
Q3 | $58.5K | Hold |
779
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $58.1K | Buy |
+779
| New | +$56.2K | ﹤0.01% | 395 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$17K | – | 508 |
|
|
2020
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 350 |
|
|
2020
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 366 |
|
|
2019
Q4 | $21K | Sell |
300
-2,184
| -88% | -$145K | ﹤0.01% | 367 |
|
|
2019
Q3 | $160K | Sell |
2,484
-502
| -17% | -$31.9K | 0.01% | 240 |
|
|
2019
Q2 | $188K | Sell |
2,986
-300
| -9% | -$18.5K | 0.02% | 228 |
|
|
2019
Q1 | $194K | Sell |
3,286
-4,402
| -57% | -$256K | 0.02% | 216 |
|
|
2018
Q4 | $409K | Sell |
7,688
-4,786
| -38% | -$274K | 0.04% | 177 |
|
|
2018
Q3 | $758K | Sell |
12,474
-7,246
| -37% | -$444K | 0.08% | 143 |
|
|
2018
Q2 | $1.16M | Buy |
19,720
+13,734
| +229% | +$817K | 0.13% | 116 |
|
|
2018
Q1 | $353K | Sell |
5,986
-1,658
| -22% | -$101K | 0.04% | 186 |
|
|
2017
Q4 | $456K | Buy |
7,644
+4,726
| +162% | +$274K | 0.06% | 180 |
|
|
2017
Q3 | $164K | Sell |
2,918
-1,842
| -39% | -$100K | 0.02% | 244 |
|
|
2017
Q2 | $256K | Buy |
4,760
+1,030
| +28% | +$53.8K | 0.04% | 215 |
|
|
2017
Q1 | $194K | Sell |
3,730
-450
| -11% | -$23.5K | 0.02% | 257 |
|
|
2016
Q4 | $212K | Sell |
4,180
-30
| -0.7% | -$1.43K | 0.03% | 261 |
|
|
2016
Q3 | $189K | Sell |
4,210
-3,070
| -42% | -$138K | 0.03% | 265 |
|
|
2016
Q2 | $313K | Sell |
7,280
-14,702
| -67% | -$636K | 0.04% | 237 |
|
|
2016
Q1 | $930K | Sell |
21,982
-30,814
| -58% | -$1.25M | 0.19% | 117 |
|
|
2015
Q4 | $2.33M | Buy |
52,796
+43,686
| +480% | +$1.95M | 0.48% | 46 |
|
|
2015
Q3 | $383K | Buy |
9,110
+4,770
| +110% | +$213K | 0.08% | 189 |
|
|
2015
Q2 | $195K | Sell |
4,340
-4,700
| -52% | -$213K | 0.04% | 256 |
|
|
2015
Q1 | $403K | Buy |
9,040
+1,852
| +26% | +$82.3K | 0.09% | 186 |
|
|
2014
Q4 | $324K | Buy |
7,188
+7,028
| +4,393% | +$306K | 0.08% | 185 |
|
|
2014
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 631 |
|
|
2014
Q2 | $7K | Sell |
160
-990
| -86% | -$40.2K | ﹤0.01% | 619 |
|
|
2014
Q1 | $47K | Buy |
1,150
+720
| +167% | +$28.8K | 0.01% | 390 |
|
|
2013
Q4 | $17K | Sell |
430
-800
| -65% | -$30.8K | ﹤0.01% | 536 |
|
|
2013
Q3 | $45K | Sell |
1,230
-1,370
| -53% | -$50.8K | 0.01% | 413 |
|
|
2013
Q2 | $93K | Buy |
+2,600
| New | +$91.8K | 0.03% | 335 |
|
Other funds holding IYF
PF
PCH
