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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-88	Closed	-$12.4K	–	938
2025 Q4	$12.4K	Buy	+88	New	+$12.5K	﹤0.01%	643
2024 Q1	–	Sell	-130	Closed	-$16.3K	–	885
2023 Q4	$16.3K	Buy	+130	New	+$14.6K	﹤0.01%	587
2022 Q4	–	Sell	-174	Closed	-$18K	–	645
2022 Q3	$18K	Buy	+174	New	+$19.5K	﹤0.01%	450
2022 Q2	–	Sell	-184	Closed	-$23K	–	712
2022 Q1	$23K	Buy	+184	New	+$23.2K	﹤0.01%	520
2020 Q1	–	Sell	-56	Closed	-$5K	–	490
2019 Q4	$5K	Hold	56	–	–	﹤0.01%	464
2019 Q3	$5K	Hold	56	–	–	﹤0.01%	486
2019 Q2	$5K	Hold	56	–	–	﹤0.01%	496
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	465
2018 Q4	$5K	Hold	56	–	–	﹤0.01%	467
2018 Q3	$6K	Hold	56	–	–	﹤0.01%	474
2018 Q2	$5K	Hold	56	–	–	﹤0.01%	487
2018 Q1	$5K	Sell	56 -52	-48%	-$4.53K	﹤0.01%	497
2017 Q4	$9K	Buy	+108	New	+$9.03K	﹤0.01%	493
2014 Q4	–	Sell	-660	Closed	-$37K	–	808
2014 Q3	$37K	Hold	660	–	–	0.01%	486
2014 Q2	$40K	Hold	660	–	–	0.01%	479
2014 Q1	$39K	Hold	660	–	–	0.01%	427
2013 Q4	$39K	Buy	+660	New	+$37.6K	0.01%	417

Other funds holding IJT

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 88 shares — an estimated $12.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJT in Q4 2013 and held it in 17 quarters. The position peaked at $40K in Q2 2014. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 88 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $12.4K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 17 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $40K in Q2 2014.
761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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