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Johnson Financial Group Inc (Wisconsin)’s iShares Russell 1000 ETF IWB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3M Buy
54,265
+471
+0.9% +$176K 0.7% 19
2025
Q4 		$20.1M Buy
53,794
+1,088
+2% +$403K 0.75% 19
2025
Q3 		$19.3M Buy
52,706
+1,473
+3% +$519K 0.72% 19
2025
Q2 		$17.4M Sell
51,233
-844
-2% -$265K 0.78% 19
2025
Q1 		$16M Buy
52,077
+806
+2% +$261K 0.78% 20
2024
Q4 		$17M Sell
51,271
-2,839
-5% -$920K 0.81% 16
2024
Q3 		$17M Sell
54,110
-2,680
-5% -$812K 0.78% 22
2024
Q2 		$16.9M Sell
56,790
-2,412
-4% -$693K 0.82% 21
2024
Q1 		$17.1M Sell
59,202
-7,774
-12% -$2.13M 0.92% 21
2023
Q4 		$17.6M Sell
66,976
-3,110
-4% -$761K 0.96% 21
2023
Q3 		$16.5M Sell
70,086
-5,554
-7% -$1.36M 1.15% 12
2023
Q2 		$18.4M Sell
75,640
-4,554
-6% -$1.05M 1.27% 12
2023
Q1 		$18.1M Sell
80,194
-27,515
-26% -$6.06M 1.29% 12
2022
Q4 		$22.7M Buy
107,709
+33,009
+44% +$6.99M 1.8% 12
2022
Q3 		$14.9M Sell
74,700
-2,881
-4% -$632K 1.37% 12
2022
Q2 		$16.1M Buy
77,581
+4,157
+6% +$939K 1.15% 15
2022
Q1 		$18.4M Sell
73,424
-3,926
-5% -$969K 1.3% 13
2021
Q4 		$20.5M Sell
77,350
-878
-1% -$226K 1.3% 13
2021
Q3 		$18.9M Sell
78,228
-2,775
-3% -$690K 1.29% 12
2021
Q2 		$19.6M Sell
81,003
-5,379
-6% -$1.27M 1.28% 12
2021
Q1 		$19.3M Sell
86,382
-8,526
-9% -$1.87M 1.3% 11
2020
Q4 		$20.1M Sell
94,908
-2,816
-3% -$562K 1.72% 10
2020
Q3 		$18.3M Sell
97,724
-4,793
-5% -$885K 1.87% 10
2020
Q2 		$17.6M Sell
102,517
-1,294
-1% -$209K 1.89% 7
2020
Q1 		$14.7M Sell
103,811
-20,087
-16% -$3.4M 1.76% 10
2019
Q4 		$22.1M Sell
123,898
-4,835
-4% -$825K 2% 10
2019
Q3 		$21.2M Sell
128,733
-798
-0.6% -$131K 1.94% 10
2019
Q2 		$21.1M Sell
129,531
-5,351
-4% -$857K 1.88% 10
2019
Q1 		$21.2M Sell
134,882
-3,209
-2% -$485K 1.88% 11
2018
Q4 		$19.2M Buy
138,091
+56,030
+68% +$8.38M 1.97% 12
2018
Q3 		$13.3M Sell
82,061
-141,915
-63% -$22.5M 1.35% 14
2018
Q2 		$34M Sell
223,976
-850
-0.4% -$128K 3.73% 5
2018
Q1 		$33M Buy
224,826
+9,213
+4% +$1.4M 3.95% 4
2017
Q4 		$32M Sell
215,613
-744
-0.3% -$108K 3.92% 3
2017
Q3 		$30.3M Sell
216,357
-768
-0.4% -$105K 3.98% 2
2017
Q2 		$29.4M Buy
217,125
+30,174
+16% +$4.03M 4.22% 3
2017
Q1 		$24.5M Buy
186,951
+8,225
+5% +$1.07M 3.09% 3
2016
Q4 		$22.2M Sell
178,726
-56,790
-24% -$6.91M 3.07% 3
2016
Q3 		$28.4M Sell
235,516
-7,453
-3% -$896K 3.79% 3
2016
Q2 		$28.4M Buy
242,969
+239,484
+6,872% +$27.6M 3.93% 3
2016
Q1 		$398K Buy
3,485
+765
+28% +$82.7K 0.08% 189
2015
Q4 		$308K Hold
2,720
– – 0.06% 214
2015
Q3 		$291K Hold
2,720
– – 0.06% 209
2015
Q2 		$316K Hold
2,720
– – 0.07% 215
2015
Q1 		$315K Hold
2,720
– – 0.07% 218
2014
Q4 		$312K Buy
2,720
+570
+27% +$63.9K 0.07% 190
2014
Q3 		$236K Hold
2,150
– – 0.06% 202
2014
Q2 		$237K Buy
+2,150
New +$229K 0.06% 205

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Russell 1000 ETF (IWB) stake by 0.88% in Q1 2026, buying an estimated $176K and bringing the position to 54,265 shares worth $19.3M. The position accounts for 0.7% of the portfolio, ranked #19.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWB in Q2 2014 and has held it in 48 quarters since. The position peaked at $34M in Q2 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 54,265 shares of iShares Russell 1000 ETF worth $19.3M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 471 iShares Russell 1000 ETF shares in Q1 2026, an estimated $176K.
  • iShares Russell 1000 ETF made up 0.7% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #19 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 48 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell 1000 ETF position peaked at $34M in Q2 2018.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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