JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,711
| Closed | -$1.58M | – | 556 |
|
|
2019
Q3 | $1.58M | Hold |
10,711
| – | – | 0.14% | 103 |
|
|
2019
Q2 | $1.57M | Hold |
10,711
| – | – | 0.14% | 101 |
|
|
2019
Q1 | $1.51M | Buy |
10,711
+6,363
| +146% | +$899K | 0.13% | 100 |
|
|
2018
Q4 | $541K | Buy |
4,348
+20
| +0.5% | +$2.49K | 0.06% | 159 |
|
|
2018
Q3 | $630K | Buy |
4,328
+16
| +0.4% | +$2.33K | 0.06% | 160 |
|
|
2018
Q2 | $588K | Buy |
4,312
+16
| +0.4% | +$2.18K | 0.06% | 155 |
|
|
2018
Q1 | $568K | Hold |
4,296
| – | – | 0.07% | 155 |
|
|
2017
Q4 | $574K | Buy |
+4,296
| New | +$574K | 0.07% | 164 |
|
|
2015
Q2 | – | Sell |
-3,751
| Closed | -$393K | – | 909 |
|
|
2015
Q1 | $393K | Buy |
3,751
+19
| +0.5% | +$1.99K | 0.08% | 190 |
|
|
2014
Q4 | $387K | Buy |
3,732
+16
| +0.4% | +$1.66K | 0.09% | 171 |
|
|
2014
Q3 | $368K | Buy |
3,716
+46
| +1% | +$4.56K | 0.1% | 173 |
|
|
2014
Q2 | $364K | Hold |
3,670
| – | – | 0.1% | 178 |
|
|
2014
Q1 | $348K | Hold |
3,670
| – | – | 0.1% | 163 |
|
|
2013
Q4 | $343K | Buy |
+3,670
| New | +$343K | 0.1% | 166 |
|