R
John N Kennedy
senate · LA · RepublicanThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
+8.6%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
17 / 21
Priced / disclosed
Est. volume
$136K
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 18% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| MTUM | 2 | $16K | 12% | +21.3% | +2.50% |
| IVV | 2 | $16K | 12% | +14.6% | +1.71% |
| ILCB | 2 | $16K | 12% | +14.5% | +1.70% |
| NEAGX | 1 | $8K | 6% | +28.7% | +1.69% |
| VOO | 2 | $16K | 12% | +13.3% | +1.57% |
| VEA | 1 | $8K | 6% | +17.0% | +1.00% |
| VWO | 1 | $8K | 6% | +12.5% | +0.74% |
| USMV | 3 | $24K | 18% | +2.5% | +0.44% |
| VTI | 1 | $8K | 6% | -13.4% | -0.79% |
| QQQ | 2 | $16K | 12% | -16.9% | -1.98% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 24, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 23, 2025 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 23, 2025 | VWO | Vanguard Emerging Markets Stock Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 19, 2025 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 19, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 19, 2025 | ILCB | iShares Morningstar U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 19, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 19, 2025 | TBLIX | Transamerica Multi-Managed Balanced - I | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 1, 2025 | VTI | Vanguard Total Stock Market Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 1, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | sale | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Nov 28, 2025 | QQQ | Invesco QQQ Trust, Series 1 | sale | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Nov 28, 2025 | — | ILCB Mstar Large-Capt Ishares ETF | sale | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Nov 14, 2025 | QQQ | Invesco QQQ Trust, Series 1 | sale | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Nov 13, 2025 | NEAGX | Needham Aggressive Growth Fund - Retail Class | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Nov 12, 2025 | — | iShares MSCI Total International Index K | purchase | $500,001 - $1,000,000 | $750K | Aug 26, 2026 |
| Nov 12, 2025 | — | iShares Total U.S. Stock Market Index Fund (BKTSX) | sale | $500,001 - $1,000,000 | $750K | Aug 26, 2026 |
| Oct 1, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Sep 19, 2025 | ILCB | iShares Morningstar U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Sep 19, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Sep 19, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Sep 19, 2025 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Aug 14, 2025 | SMH | VanEck Semiconductor ETF | purchase | $50,001 - $100,000 | $75K | Aug 26, 2026 |
| Aug 14, 2025 | AIQ | Global X Artificial Intelligence & Technology ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Aug 13, 2025 | SMIN | iShares MSCI India Small-Cap ETF | sale | $100,001 - $250,000 | $175K | Aug 26, 2026 |
| Jul 2, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Jun 24, 2025 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Jun 20, 2025 | ILCB | iShares Morningstar U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Jun 20, 2025 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Jun 20, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Apr 21, 2025 | NLY | Annaly Capital Management Inc Company: Annaly Capital Management Inc. (New York, New York) Description: Mortgage Real Estate Investment Trust | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Mar 31, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Mar 21, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Mar 21, 2025 | ILCB | iShares Morningstar U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Mar 21, 2025 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 26, 2026 |
| Dec 26, 2024 | VOO | S&P 500 ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 26, 2024 | VWO | Vanguard FTSE Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 24, 2024 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 23, 2024 | TBLIX | Transamerica Multi-Managed Balanced Class I | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | IVV | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | IJR | S&P Smallcap Ishares Core ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | MTUM | MTUM | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | ILCB | Mstar Largecap Ishares ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | SMIN | India Smallcap Ishares MSCI ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 20, 2024 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 27, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Sep 30, 2024 | ILCB | iShares Morningstar Large-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Sep 30, 2024 | IVV | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Sep 30, 2024 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 19, 2024 | MRGKX | MFS Core Equity Fund Class R6 | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Aug 19, 2024 | — | Ishares Total U.S. Stock Market Index Fund - BKSTX | purchase | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Jun 25, 2024 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 17, 2024 | ILCB | iShares Morningstar Large-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 17, 2024 | IVV | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 28, 2024 | ILCB | Mstar Largecap Ishares ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 28, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 28, 2024 | IVV | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 27, 2024 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 26, 2024 | RWJ | Invesco Exchange-Traded Fund Trust II Invesco S&P | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Feb 22, 2024 | NEAGX | Needham Aggressive Growth Fund - Retail Class | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jan 23, 2024 | SMIN | India Smallcap Ishares MSCI ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 29, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 28, 2023 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 28, 2023 | — | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 28, 2023 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 28, 2023 | ILCB | Mstar Large-Cap Ishares ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 26, 2023 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 22, 2023 | VWO | Vanguard FTSE Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 22, 2023 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 13, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Dec 11, 2023 | FFRHX | Fidelity Floating Rate High Income | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Nov 21, 2023 | — | SWVXX Schwab Value Advantage Money Inv | sale | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Nov 15, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Nov 7, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $15,001 - $50,000 | $33K | Feb 4, 2025 |
| Oct 16, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Oct 3, 2023 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Oct 3, 2023 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Oct 3, 2023 | ILCB | Mstar Large-Cap Ishares ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Sep 15, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Aug 16, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jul 18, 2023 | RWJ | Smallcap Revenue ETF Oppenheimer | sale | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jul 18, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Feb 4, 2025 |
| Jul 18, 2023 | RWJ | Smallcap Revenue ETF Oppenheimer | sale | $50,001 - $100,000 | $75K | Feb 4, 2025 |
| Jul 18, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jul 16, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jul 6, 2023 | VOO | S&P 500 ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jun 15, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jun 14, 2023 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jun 14, 2023 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jun 13, 2023 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| May 15, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Apr 17, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $15,001 - $50,000 | $33K | Feb 4, 2025 |
| Apr 17, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Mar 30, 2023 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Mar 30, 2023 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Mar 30, 2023 | ILCB | iShares Morningstar Large-Cap ETF | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Mar 29, 2023 | IVV | iShares Core S&P 500 | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Mar 15, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Feb 7, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $100,001 - $250,000 | $175K | Feb 4, 2025 |
| Feb 7, 2023 | — | SWVXX Schwab Value Advantage Money Inv | purchase | $1,001 - $15,000 | $8K | Feb 4, 2025 |
| Jan 3, 2023 | KOMP | SPDR Kensho & New Economies Composite ETF | sale | $100,001 - $250,000 | $175K | Feb 4, 2025 |