Johnson Financial Group Inc (Wisconsin)’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Sell |
531
-39
| -7% | -$6.76K | ﹤0.01% | 387 |
|
|
2025
Q1 | $80.1K | Buy |
570
+39
| +7% | +$5.48K | ﹤0.01% | 530 |
|
|
2024
Q4 | $84.8K | Sell |
531
-456
| -46% | -$72.8K | ﹤0.01% | 395 |
|
|
2024
Q3 | $150K | Sell |
987
-60
| -6% | -$9.1K | 0.01% | 389 |
|
|
2024
Q2 | $158K | Buy |
1,047
+1,026
| +4,886% | +$154K | 0.01% | 337 |
|
|
2024
Q1 | $2.84K | Buy |
+21
| New | +$2.84K | ﹤0.01% | 620 |
|
|
2023
Q4 | – | Sell |
-725
| Closed | -$76.1K | – | 970 |
|
|
2023
Q3 | $76.1K | Hold |
725
| – | – | 0.01% | 339 |
|
|
2023
Q2 | $78.9K | Buy |
+725
| New | +$78.9K | 0.01% | 353 |
|
|
2023
Q1 | – | Sell |
-270
| Closed | -$20.1K | – | 671 |
|
|
2022
Q4 | $20.1K | Buy |
+270
| New | +$20.1K | ﹤0.01% | 436 |
|
|
2019
Q4 | – | Sell |
-1,080
| Closed | -$55K | – | 555 |
|
|
2019
Q3 | $55K | Sell |
1,080
-556
| -34% | -$28.3K | 0.01% | 328 |
|
|
2019
Q2 | $81K | Hold |
1,636
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $78K | Hold |
1,636
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $65K | Buy |
1,636
+24
| +1% | +$954 | 0.01% | 299 |
|
|
2018
Q3 | $78K | Buy |
1,612
+532
| +49% | +$25.7K | 0.01% | 282 |
|
|
2018
Q2 | $48K | Hold |
1,080
| – | – | 0.01% | 333 |
|
|
2018
Q1 | $45K | Hold |
1,080
| – | – | 0.01% | 346 |
|
|
2017
Q4 | $44K | Hold |
1,080
| – | – | 0.01% | 371 |
|
|
2017
Q3 | $40K | Hold |
1,080
| – | – | 0.01% | 359 |
|
|
2017
Q2 | $38K | Hold |
1,080
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $36K | Hold |
1,080
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $32K | Hold |
1,080
| – | – | ﹤0.01% | 450 |
|
|
2016
Q3 | $32K | Hold |
1,080
| – | – | ﹤0.01% | 444 |
|
|
2016
Q2 | $28K | Hold |
1,080
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $29K | Hold |
1,080
| – | – | 0.01% | 446 |
|
|
2015
Q4 | $29K | Sell |
1,080
-1,320
| -55% | -$35.4K | 0.01% | 466 |
|
|
2015
Q3 | $59K | Hold |
2,400
| – | – | 0.01% | 441 |
|
|
2015
Q2 | $63K | Hold |
2,400
| – | – | 0.01% | 459 |
|
|
2015
Q1 | $63K | Buy |
2,400
+1,080
| +82% | +$28.4K | 0.01% | 477 |
|
|
2014
Q4 | $34K | Hold |
1,320
| – | – | 0.01% | 533 |
|
|
2014
Q3 | $33K | Hold |
1,320
| – | – | 0.01% | 498 |
|
|
2014
Q2 | $32K | Sell |
1,320
-7,720
| -85% | -$187K | 0.01% | 507 |
|
|
2014
Q1 | $206K | Buy |
9,040
+7,720
| +585% | +$176K | 0.06% | 203 |
|
|
2013
Q4 | $29K | Sell |
1,320
-7,080
| -84% | -$156K | 0.01% | 467 |
|
|
2013
Q3 | $165K | Sell |
8,400
-2,520
| -23% | -$49.5K | 0.05% | 223 |
|
|
2013
Q2 | $201K | Buy |
+10,920
| New | +$201K | 0.06% | 209 |
|