Johnson Financial Group Inc (Wisconsin)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.62M | Buy |
11,756
+365
| +3% | +$48.2K | 0.05% | 137 |
|
|
2026
Q1 | $1.29M | Sell |
11,391
-1,025
| -8% | -$123K | 0.05% | 149 |
|
|
2025
Q4 | $1.53M | Hold |
12,416
| – | – | 0.06% | 136 |
|
|
2025
Q3 | $1.5M | Buy |
12,416
+1,298
| +12% | +$149K | 0.06% | 143 |
|
|
2025
Q2 | $1.22M | Sell |
11,118
-186
| -2% | -$18.4K | 0.06% | 144 |
|
|
2025
Q1 | $1.05M | Buy |
11,304
+186
| +2% | +$18.8K | 0.05% | 146 |
|
|
2024
Q4 | $1.16M | Buy |
11,118
+5,354
| +93% | +$534K | 0.05% | 137 |
|
|
2024
Q3 | $552K | Buy |
5,764
+432
| +8% | +$39.9K | 0.03% | 220 |
|
|
2024
Q2 | $493K | Sell |
5,332
-367
| -6% | -$31.6K | 0.02% | 211 |
|
|
2024
Q1 | $481K | Sell |
5,699
-656
| -10% | -$52.7K | 0.03% | 191 |
|
|
2023
Q4 | $477K | Sell |
6,355
-1,636
| -20% | -$116K | 0.03% | 187 |
|
|
2023
Q3 | $548K | Buy |
7,991
+1,253
| +19% | +$88.7K | 0.04% | 164 |
|
|
2023
Q2 | $475K | Sell |
6,738
-288
| -4% | -$19K | 0.03% | 188 |
|
|
2023
Q1 | $449K | Hold |
7,026
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $411K | Hold |
7,026
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $414K | Sell |
7,026
-750
| -10% | -$48.7K | 0.04% | 178 |
|
|
2022
Q2 | $469K | Hold |
7,776
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $594K | Buy |
7,776
+1,184
| +18% | +$88.9K | 0.04% | 179 |
|
|
2021
Q4 | $552K | Hold |
6,592
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $488K | Sell |
6,592
-40
| -0.6% | -$3.05K | 0.03% | 187 |
|
|
2021
Q2 | $482K | Hold |
6,632
| – | – | 0.03% | 188 |
|
|
2021
Q1 | $431K | Buy |
6,632
+2,632
| +66% | +$170K | 0.03% | 193 |
|
|
2020
Q4 | $255K | Hold |
4,000
| – | – | 0.02% | 198 |
|
|
2020
Q3 | $231K | Hold |
4,000
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $207K | Hold |
4,000
| – | – | 0.02% | 179 |
|
|
2020
Q1 | $165K | Hold |
4,000
| – | – | 0.02% | 204 |
|
|
2019
Q4 | $194K | Hold |
4,000
| – | – | 0.02% | 210 |
|
|
2019
Q3 | $180K | Hold |
4,000
| – | – | 0.02% | 229 |
|
|
2019
Q2 | $179K | Hold |
4,000
| – | – | 0.02% | 236 |
|
|
2019
Q1 | $172K | Hold |
4,000
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $151K | Hold |
4,000
| – | – | 0.02% | 233 |
|
|
2018
Q3 | $177K | Hold |
4,000
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $163K | Hold |
4,000
| – | – | 0.02% | 229 |
|
|
2018
Q1 | $155K | Hold |
4,000
| – | – | 0.02% | 238 |
|
|
2017
Q4 | $153K | Hold |
4,000
| – | – | 0.02% | 253 |
|
|
2017
Q3 | $143K | Hold |
4,000
| – | – | 0.02% | 254 |
|
|
2017
Q2 | $137K | Hold |
4,000
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $132K | Hold |
4,000
| – | – | 0.02% | 294 |
|
|
2016
Q4 | $122K | Sell |
4,000
-652
| -14% | -$19.7K | 0.02% | 319 |
|
|
2016
Q3 | $141K | Hold |
4,652
| – | – | 0.02% | 300 |
|
|
2016
Q2 | $136K | Buy |
+4,652
| New | +$135K | 0.02% | 324 |
|
Other funds holding IVW
Johnson Financial Group Inc (Wisconsin)'s IVW Position: Q2 2026 in Review
Johnson Financial Group Inc (Wisconsin) increased its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, buying an estimated $48.2K and bringing the position to 11,756 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #137.
Johnson Financial Group Inc (Wisconsin) first reported a position in IVW in Q2 2016 and has held it in 41 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) held 11,756 shares of iShares S&P 500 Growth ETF worth $1.62M as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) bought 365 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $48.2K.
- iShares S&P 500 Growth ETF made up 0.05% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #137 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 41 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.