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Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
59,541
+52,165
+707% +$9.42M 0.37% 32
2026
Q1 		$1.14M Hold
7,376
– – 0.04% 162
2025
Q4 		$1.24M Sell
7,376
-843
-10% -$141K 0.05% 151
2025
Q3 		$1.35M Buy
8,219
+256
+3% +$40.2K 0.05% 152
2025
Q2 		$1.2M Buy
7,963
+950
+14% +$129K 0.05% 146
2025
Q1 		$891K Buy
7,013
+700
+11% +$96.8K 0.04% 160
2024
Q4 		$903K Sell
6,313
-1,554
-20% -$213K 0.04% 158
2024
Q3 		$1.04M Hold
7,867
– – 0.05% 154
2024
Q2 		$1M Hold
7,867
– – 0.05% 145
2024
Q1 		$922K Sell
7,867
-150
-2% -$16.7K 0.05% 127
2023
Q4 		$835K Buy
8,017
+644
+9% +$63.4K 0.05% 128
2023
Q3 		$702K Hold
7,373
– – 0.05% 141
2023
Q2 		$720K Sell
7,373
-174
-2% -$16K 0.05% 149
2023
Q1 		$670K Sell
7,547
-12,623
-63% -$1.07M 0.05% 151
2022
Q4 		$1.64M Buy
20,170
+17,570
+676% +$1.47M 0.13% 72
2022
Q3 		$219K Buy
+2,600
New +$234K 0.02% 227
2014
Q2 		– Sell
-1,062
Closed -$38K – 703
2014
Q1 		$38K Hold
1,062
– – 0.01% 431
2013
Q4 		$37K Hold
1,062
– – 0.01% 427
2013
Q3 		$34K Hold
1,062
– – 0.01% 447
2013
Q2 		$32K Buy
+1,062
New +$31.8K 0.01% 462

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Core S&P US Growth ETF (IUSG) stake by 707% in Q2 2026, buying an estimated $9.42M and bringing the position to 59,541 shares worth $11.2M. The position accounts for 0.37% of the portfolio, ranked #32.

Johnson Financial Group Inc (Wisconsin) first reported a position in IUSG in Q2 2013 and has held it in 20 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 59,541 shares of iShares Core S&P US Growth ETF worth $11.2M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 52,165 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.42M.
  • iShares Core S&P US Growth ETF made up 0.37% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #32 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 20 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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