Johnson Financial Group Inc (Wisconsin)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.4K	Hold	565	–	–	﹤0.01%	441
2026 Q1	$56.9K	Sell	565 -161	-22%	-$16.5K	﹤0.01%	463
2025 Q4	$70.3K	Buy	726 +161	+28%	+$15.5K	﹤0.01%	464
2025 Q3	$54.2K	Sell	565 -846	-60%	-$79.7K	﹤0.01%	590
2025 Q2	$128K	Hold	1,411	–	–	0.01%	350
2025 Q1	$118K	Hold	1,411	–	–	0.01%	441
2024 Q4	$133K	Sell	1,411 -846	-37%	-$79.7K	0.01%	339
2024 Q3	$207K	Buy	2,257 +1,692	+299%	+$151K	0.01%	349
2024 Q2	$49.8K	Buy	+565	New	+$49.9K	﹤0.01%	451
2024 Q1	–	Sell	-565	Closed	-$44.8K	–	884
2023 Q4	$44.8K	Buy	565 +425	+304%	+$31.2K	﹤0.01%	461
2023 Q3	$10.2K	Hold	140	–	–	﹤0.01%	529
2023 Q2	$10.5K	Sell	140 -148	-51%	-$10.6K	﹤0.01%	536
2023 Q1	$20.6K	Hold	288	–	–	﹤0.01%	487
2022 Q4	$19.7K	Sell	288 -72	-20%	-$4.95K	﹤0.01%	440
2022 Q3	$23K	Hold	360	–	–	﹤0.01%	425
2022 Q2	$23K	Sell	360 -284	-44%	-$19.9K	﹤0.01%	462
2022 Q1	$49K	Hold	644	–	–	﹤0.01%	437
2021 Q4	$55K	Hold	644	–	–	﹤0.01%	435
2021 Q3	$51K	Hold	644	–	–	﹤0.01%	401
2021 Q2	$52K	Hold	644	–	–	﹤0.01%	407
2021 Q1	$51K	Hold	644	–	–	﹤0.01%	395
2020 Q4	$47K	Sell	644 -4,400	-87%	-$293K	﹤0.01%	333
2020 Q3	$302K	Hold	5,044	–	–	0.03%	170
2020 Q2	$283K	Sell	5,044 -808	-14%	-$42K	0.03%	163
2020 Q1	$261K	Sell	5,852 -1,576	-21%	-$86.7K	0.03%	172
2019 Q4	$442K	Hold	7,428	–	–	0.04%	148
2019 Q3	$416K	Sell	7,428 -15,600	-68%	-$877K	0.04%	184
2019 Q2	$1.3M	Sell	23,028 -1,824	-7%	-$101K	0.12%	112
2019 Q1	$1.36M	Sell	24,852 -2,220	-8%	-$117K	0.12%	105
2018 Q4	$1.29M	Sell	27,072 -52	-0.2%	-$2.72K	0.13%	107
2018 Q3	$1.58M	Sell	27,124 -96	-0.4%	-$5.57K	0.16%	99
2018 Q2	$1.53M	Sell	27,220 -20	-0.1%	-$1.12K	0.17%	98
2018 Q1	$1.49M	Sell	27,240 -28	-0.1%	-$1.55K	0.18%	102
2017 Q4	$1.47M	Buy	27,268 +1,716	+7%	+$90.5K	0.18%	102
2017 Q3	$1.29M	Buy	25,552 +108	+0.4%	+$5.32K	0.17%	99
2017 Q2	$1.25M	Buy	25,444 +924	+4%	+$44.9K	0.18%	101
2017 Q1	$1.17M	Buy	24,520 +2,628	+12%	+$124K	0.15%	141
2016 Q4	$997K	Sell	21,892 -1,040	-5%	-$45.8K	0.14%	149
2016 Q3	$1M	Sell	22,932 -1,500	-6%	-$65.8K	0.13%	141
2016 Q2	$1.03M	Sell	24,432 -2,540	-9%	-$105K	0.14%	135
2016 Q1	$1.1M	Buy	26,972 +13,660	+103%	+$521K	0.22%	103
2015 Q4	$536K	Buy	13,312 +9,952	+296%	+$407K	0.11%	156
2015 Q3	$132K	Hold	3,360	–	–	0.03%	296
2015 Q2	$142K	Sell	3,360 -500	-13%	-$21.4K	0.03%	300
2015 Q1	$166K	Buy	3,860 +1,100	+40%	+$45.5K	0.04%	289
2014 Q4	$110K	Hold	2,760	–	–	0.03%	345
2014 Q3	$105K	Hold	2,760	–	–	0.03%	319
2014 Q2	$108K	Hold	2,760	–	–	0.03%	327
2014 Q1	$106K	Buy	2,760 +520	+23%	+$19.6K	0.03%	272
2013 Q4	$84K	Buy	+2,240	New	+$80.8K	0.02%	302
2013 Q3	–	Sell	-1,240	Closed	-$40K	–	687
2013 Q2	$40K	Buy	+1,240	New	+$40.2K	0.01%	437

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IJK Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 565 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJK in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.58M in Q3 2018. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 565 shares of iShares S&P Mid-Cap 400 Growth ETF worth $66.4K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #441 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.58M in Q3 2018.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.