Johnson Financial Group Inc (Wisconsin)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-108	Closed	-$12.3K	–	937
2025 Q4	$12.3K	Buy	+108	New	+$12.1K	﹤0.01%	644
2025 Q3	–	Sell	-618	Closed	-$61.5K	–	1081
2025 Q2	$61.5K	Hold	618	–	–	﹤0.01%	438
2025 Q1	$60.2K	Hold	618	–	–	﹤0.01%	580
2024 Q4	$68.3K	Sell	618 -701	-53%	-$77.7K	﹤0.01%	434
2024 Q3	$142K	Buy	1,319 +1,271	+2,648%	+$132K	0.01%	399
2024 Q2	$4.67K	Hold	48	–	–	﹤0.01%	618
2024 Q1	$4.93K	Hold	48	–	–	﹤0.01%	596
2023 Q4	$4.95K	Buy	+48	New	+$4.37K	﹤0.01%	717
2023 Q3	–	Sell	-354	Closed	-$33.6K	–	663
2023 Q2	$33.6K	Buy	354 +3	+0.9%	+$274	﹤0.01%	447
2023 Q1	$32.9K	Sell	351 -356	-50%	-$34.8K	﹤0.01%	437
2022 Q4	$64.6K	Sell	707 -194	-22%	-$17.9K	0.01%	323
2022 Q3	$78K	Buy	901 +553	+159%	+$51.2K	0.01%	315
2022 Q2	$31K	Sell	348 -158	-31%	-$15.1K	﹤0.01%	441
2022 Q1	$51K	Buy	+506	New	+$51.6K	﹤0.01%	433

Other funds holding IJS

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

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

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

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

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

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

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 108 shares — an estimated $12.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJS in Q1 2022 and held it in 14 quarters. The position peaked at $142K in Q3 2024. 849 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 108 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $12.3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares S&P Small-Cap 600 Value ETF position peaked at $142K in Q3 2024.
849 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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