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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.7K	Buy	351 +273	+350%	+$29.5K	﹤0.01%	506
2026 Q1	$7.98K	Hold	78	–	–	﹤0.01%	656
2025 Q4	$8K	Hold	78	–	–	﹤0.01%	673
2025 Q3	$7.8K	Hold	78	–	–	﹤0.01%	805
2025 Q2	$7.38K	Hold	78	–	–	﹤0.01%	627
2025 Q1	$7.2K	Hold	78	–	–	﹤0.01%	784
2024 Q4	$7.44K	Hold	78	–	–	﹤0.01%	674
2024 Q3	$7.45K	Hold	78	–	–	﹤0.01%	726
2024 Q2	$6.88K	Hold	78	–	–	﹤0.01%	600
2024 Q1	$7.05K	Hold	78	–	–	﹤0.01%	579
2023 Q4	$6.58K	Hold	78	–	–	﹤0.01%	699
2023 Q3	$5.82K	Hold	78	–	–	﹤0.01%	555
2023 Q2	$6.1K	Hold	78	–	–	﹤0.01%	568
2023 Q1	$5.75K	Hold	78	–	–	﹤0.01%	548
2022 Q4	$5.51K	Hold	78	–	–	﹤0.01%	531
2022 Q3	$5K	Hold	78	–	–	﹤0.01%	540
2022 Q2	$5K	Hold	78	–	–	﹤0.01%	570
2022 Q1	$6K	Hold	78	–	–	﹤0.01%	604
2021 Q4	$6K	Sell	78 -34	-30%	-$2.52K	﹤0.01%	631
2021 Q3	$8K	Buy	112 +34	+44%	+$2.47K	﹤0.01%	553
2021 Q2	$6K	Hold	78	–	–	﹤0.01%	586
2021 Q1	$5K	Buy	+78	New	+$5.12K	﹤0.01%	573

Other funds holding IUSV

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Core S&P US Value ETF (IUSV) stake by 350% in Q2 2026, buying an estimated $29.5K and bringing the position to 351 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Johnson Financial Group Inc (Wisconsin) first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 351 shares of iShares Core S&P US Value ETF worth $38.7K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 273 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $29.5K.
iShares Core S&P US Value ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #506 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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