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

Johnson Financial Group Inc (Wisconsin)’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.03M Buy
56,587
+4,035
+8% +$513K 0.25% 48
2025
Q4 		$6.32M Buy
52,552
+174
+0.3% +$20.8K 0.24% 52
2025
Q3 		$6.22M Sell
52,378
-6,130
-10% -$705K 0.23% 53
2025
Q2 		$6.39M Buy
58,508
+17,462
+43% +$1.81M 0.29% 44
2025
Q1 		$4.29M Buy
41,046
+913
+2% +$103K 0.21% 63
2024
Q4 		$4.75M Sell
40,133
-62,320
-61% -$7.45M 0.22% 62
2024
Q3 		$12M Buy
102,453
+75,199
+276% +$8.5M 0.55% 28
2024
Q2 		$2.91M Buy
27,254
+1,140
+4% +$122K 0.14% 88
2024
Q1 		$2.89M Sell
26,114
-76,061
-74% -$8.08M 0.16% 58
2023
Q4 		$11.1M Buy
102,175
+74,800
+273% +$7.21M 0.61% 26
2023
Q3 		$2.59M Buy
27,375
+3,184
+13% +$318K 0.18% 59
2023
Q2 		$2.41M Buy
24,191
+8,365
+53% +$797K 0.17% 67
2023
Q1 		$1.53M Buy
15,826
+1,178
+8% +$118K 0.11% 85
2022
Q4 		$1.39M Sell
14,648
-280
-2% -$26.9K 0.11% 85
2022
Q3 		$1.38M Sell
14,928
-9,281
-38% -$901K 0.13% 80
2022
Q2 		$2.24M Buy
24,209
+4,459
+23% +$443K 0.16% 62
2022
Q1 		$2.13M Sell
19,750
-4
-0% -$432 0.15% 68
2021
Q4 		$2.26M Sell
19,754
-1,034
-5% -$118K 0.14% 71
2021
Q3 		$2.27M Buy
20,788
+104
+0.5% +$11.5K 0.15% 65
2021
Q2 		$2.34M Buy
20,684
+1,333
+7% +$149K 0.15% 70
2021
Q1 		$2.1M Sell
19,351
-1,587
-8% -$166K 0.14% 73
2020
Q4 		$1.92M Sell
20,938
-209
-1% -$17.2K 0.16% 72
2020
Q3 		$1.49M Sell
21,147
-3,575
-14% -$256K 0.15% 73
2020
Q2 		$1.69M Sell
24,722
-32,835
-57% -$2.07M 0.18% 65
2020
Q1 		$3.23M Sell
57,557
-29,121
-34% -$2.17M 0.39% 37
2019
Q4 		$7.27M Sell
86,678
-2,824
-3% -$227K 0.66% 23
2019
Q3 		$6.97M Sell
89,502
-2,967
-3% -$230K 0.64% 26
2019
Q2 		$7.24M Sell
92,469
-5,067
-5% -$393K 0.64% 30
2019
Q1 		$7.53M Buy
97,536
+7,088
+8% +$544K 0.67% 26
2018
Q4 		$6.27M Buy
90,448
+47,587
+111% +$3.68M 0.65% 30
2018
Q3 		$3.74M Sell
42,861
-838
-2% -$73.4K 0.38% 43
2018
Q2 		$3.65M Buy
43,699
+797
+2% +$64.9K 0.4% 47
2018
Q1 		$3.3M Buy
42,902
+560
+1% +$43.6K 0.39% 51
2017
Q4 		$3.25M Buy
42,342
+25,949
+158% +$1.96M 0.4% 50
2017
Q3 		$1.22M Buy
16,393
+354
+2% +$24.8K 0.16% 106
2017
Q2 		$1.12M Buy
16,039
+688
+4% +$47.6K 0.16% 108
2017
Q1 		$1.06M Buy
15,351
+715
+5% +$49.3K 0.13% 148
2016
Q4 		$1.01M Buy
14,636
+1,052
+8% +$67.8K 0.14% 147
2016
Q3 		$843K Buy
13,584
+9,552
+237% +$583K 0.11% 160
2016
Q2 		$234K Buy
4,032
+194
+5% +$11.1K 0.03% 267
2016
Q1 		$216K Buy
3,838
+1,300
+51% +$67.9K 0.04% 239
2015
Q4 		$140K Buy
2,538
+1,812
+250% +$102K 0.03% 279
2015
Q3 		$39K Sell
726
-76
-9% -$4.31K 0.01% 509
2015
Q2 		$47K Sell
802
-1,398
-64% -$82.7K 0.01% 499
2015
Q1 		$130K Hold
2,200
– – 0.03% 325
2014
Q4 		$125K Buy
2,200
+1,980
+900% +$108K 0.03% 323
2014
Q3 		$11K Sell
220
-1,440
-87% -$78.4K ﹤0.01% 607
2014
Q2 		$93K Sell
1,660
-360
-18% -$19.5K 0.02% 357
2014
Q1 		$111K Buy
2,020
+1,580
+359% +$85.4K 0.03% 269
2013
Q4 		$24K Buy
440
+20
+5% +$1.04K 0.01% 496
2013
Q3 		$21K Sell
420
-80
-16% -$3.87K 0.01% 499
2013
Q2 		$23K Buy
+500
New +$22.1K 0.01% 503

Other funds holding IJR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.7% in Q1 2026, buying an estimated $513K and bringing the position to 56,587 shares worth $7.03M. The position accounts for 0.25% of the portfolio, ranked #48.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 56,587 shares of iShares Core S&P Small-Cap ETF worth $7.03M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 4,035 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $513K.
  • iShares Core S&P Small-Cap ETF made up 0.25% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #48 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Core S&P Small-Cap ETF position peaked at $12M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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