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Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.9M Buy
442,585
+10,863
+3% +$754K 1.08% 13
2025
Q4 		$28.5M Buy
431,722
+15,656
+4% +$1.03M 1.07% 15
2025
Q3 		$27.2M Buy
416,066
+7,289
+2% +$468K 1.02% 14
2025
Q2 		$25.4M Buy
408,777
+45,880
+13% +$2.69M 1.14% 13
2025
Q1 		$21.2M Buy
362,897
+19,356
+6% +$1.2M 1.04% 13
2024
Q4 		$22.2M Sell
343,541
-69,176
-17% -$4.44M 1.05% 14
2024
Q3 		$25.7M Buy
412,717
+89,982
+28% +$5.43M 1.18% 16
2024
Q2 		$18.9M Sell
322,735
-136,031
-30% -$7.99M 0.92% 18
2024
Q1 		$27.9M Sell
458,766
-37,614
-8% -$2.13M 1.5% 15
2023
Q4 		$27.5M Buy
496,380
+208,765
+73% +$10.6M 1.51% 16
2023
Q3 		$14.4M Buy
287,615
+2,580
+0.9% +$135K 1% 15
2023
Q2 		$14.9M Buy
285,035
+11,785
+4% +$586K 1.03% 16
2023
Q1 		$13.7M Buy
273,250
+3,865
+1% +$197K 0.97% 17
2022
Q4 		$13M Buy
269,385
+4,235
+2% +$205K 1.03% 21
2022
Q3 		$12.4M Sell
265,150
-42,495
-14% -$2.05M 1.15% 15
2022
Q2 		$13.9M Buy
307,645
+62,265
+25% +$3.07M 1% 20
2022
Q1 		$13.2M Buy
245,380
+14,260
+6% +$759K 0.93% 16
2021
Q4 		$13.1M Sell
231,120
-2,340
-1% -$130K 0.83% 16
2021
Q3 		$12.3M Buy
233,460
+20,470
+10% +$1.1M 0.84% 16
2021
Q2 		$11.4M Buy
212,990
+3,005
+1% +$162K 0.75% 18
2021
Q1 		$10.9M Sell
209,985
-6,230
-3% -$311K 0.74% 17
2020
Q4 		$9.94M Buy
216,215
+1,750
+0.8% +$73.7K 0.85% 16
2020
Q3 		$7.95M Buy
214,465
+24,785
+13% +$927K 0.81% 20
2020
Q2 		$6.75M Sell
189,680
-92,585
-33% -$3.07M 0.72% 22
2020
Q1 		$8.12M Sell
282,265
-106,895
-27% -$3.97M 0.97% 17
2019
Q4 		$16M Buy
389,160
+9,655
+3% +$383K 1.45% 14
2019
Q3 		$14.7M Buy
379,505
+7,115
+2% +$273K 1.35% 15
2019
Q2 		$14.5M Sell
372,390
-17,095
-4% -$655K 1.29% 15
2019
Q1 		$14.8M Buy
389,485
+31,545
+9% +$1.16M 1.31% 16
2018
Q4 		$11.9M Buy
357,940
+257,235
+255% +$9.39M 1.22% 17
2018
Q3 		$4.05M Buy
100,705
+30
+0% +$1.21K 0.41% 42
2018
Q2 		$3.92M Buy
100,675
+4,725
+5% +$183K 0.43% 43
2018
Q1 		$3.6M Buy
95,950
+3,390
+4% +$130K 0.43% 44
2017
Q4 		$3.51M Buy
92,560
+84,405
+1,035% +$3.12M 0.43% 44
2017
Q3 		$292K Sell
8,155
-6,300
-44% -$219K 0.04% 205
2017
Q2 		$503K Buy
14,455
+4,665
+48% +$161K 0.07% 162
2017
Q1 		$335K Buy
9,790
+230
+2% +$7.83K 0.04% 228
2016
Q4 		$316K Sell
9,560
-16,275
-63% -$516K 0.04% 230
2016
Q3 		$799K Buy
25,835
+150
+0.6% +$4.64K 0.11% 163
2016
Q2 		$767K Hold
25,685
– – 0.11% 161
2016
Q1 		$741K Buy
25,685
+795
+3% +$21.2K 0.15% 139
2015
Q4 		$694K Buy
24,890
+1,430
+6% +$40.9K 0.14% 132
2015
Q3 		$641K Sell
23,460
-620
-3% -$18K 0.14% 142
2015
Q2 		$722K Sell
24,080
-830
-3% -$25.3K 0.15% 136
2015
Q1 		$757K Sell
24,910
-8,840
-26% -$262K 0.16% 133
2014
Q4 		$977K Buy
33,750
+20,540
+155% +$577K 0.23% 101
2014
Q3 		$362K Hold
13,210
– – 0.09% 175
2014
Q2 		$378K Sell
13,210
-3,750
-22% -$103K 0.1% 174
2014
Q1 		$466K Buy
16,960
+2,525
+17% +$67.9K 0.14% 140
2013
Q4 		$386K Buy
14,435
+12,685
+725% +$327K 0.11% 156
2013
Q3 		$43K Sell
1,750
-725
-29% -$17.7K 0.01% 419
2013
Q2 		$57K Buy
+2,475
New +$57.4K 0.02% 400

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IJH Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, buying an estimated $754K and bringing the position to 442,585 shares worth $29.9M. The position accounts for 1.08% of the portfolio, ranked #13.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 442,585 shares of iShares Core S&P Mid-Cap ETF worth $29.9M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 10,863 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $754K.
  • iShares Core S&P Mid-Cap ETF made up 1.08% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #13 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.