JFGIW
IWD icon

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

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
58,701
-5,594
-9% -$1.23M 0.45% 27
2025
Q4 		$13.5M Sell
64,295
-445
-0.7% -$91.9K 0.51% 25
2025
Q3 		$13.2M Sell
64,740
-6,186
-9% -$1.23M 0.49% 26
2025
Q2 		$13.8M Buy
70,926
+18,264
+35% +$3.38M 0.62% 25
2025
Q1 		$9.91M Sell
52,662
-1,278
-2% -$243K 0.48% 33
2024
Q4 		$10.4M Sell
53,940
-100,933
-65% -$19.4M 0.49% 33
2024
Q3 		$29.4M Buy
154,873
+75,222
+94% +$13.7M 1.34% 13
2024
Q2 		$13.9M Sell
79,651
-102,561
-56% -$17.9M 0.67% 23
2024
Q1 		$32.6M Sell
182,212
-4,520
-2% -$765K 1.76% 14
2023
Q4 		$30.9M Buy
186,732
+94,140
+102% +$14.5M 1.69% 15
2023
Q3 		$14.1M Buy
92,592
+42,608
+85% +$6.76M 0.98% 16
2023
Q2 		$7.89M Sell
49,984
-893
-2% -$137K 0.55% 22
2023
Q1 		$7.75M Sell
50,877
-19,618
-28% -$3.03M 0.55% 23
2022
Q4 		$10.7M Buy
70,495
+15,174
+27% +$2.27M 0.85% 25
2022
Q3 		$7.91M Sell
55,321
-17,095
-24% -$2.57M 0.73% 19
2022
Q2 		$10.5M Buy
72,416
+19,748
+37% +$3.09M 0.75% 24
2022
Q1 		$8.74M Sell
52,668
-7,651
-13% -$1.26M 0.62% 21
2021
Q4 		$10.1M Sell
60,319
-18
-0% -$2.95K 0.64% 20
2021
Q3 		$9.44M Sell
60,337
-223
-0.4% -$35.8K 0.64% 20
2021
Q2 		$9.61M Sell
60,560
-2,319
-4% -$367K 0.63% 20
2021
Q1 		$9.53M Sell
62,879
-2,975
-5% -$430K 0.64% 20
2020
Q4 		$9M Sell
65,854
-8,592
-12% -$1.1M 0.77% 18
2020
Q3 		$8.79M Sell
74,446
-9,878
-12% -$1.17M 0.9% 18
2020
Q2 		$9.5M Sell
84,324
-439,261
-84% -$48.3M 1.02% 16
2020
Q1 		$51.9M Sell
523,585
-25,863
-5% -$3.22M 6.21% 3
2019
Q4 		$75M Sell
549,448
-43,312
-7% -$5.71M 6.77% 3
2019
Q3 		$76M Buy
592,760
+5,957
+1% +$757K 6.97% 3
2019
Q2 		$74.7M Buy
586,803
+69,526
+13% +$8.7M 6.64% 3
2019
Q1 		$63.9M Buy
517,277
+259,664
+101% +$31.2M 5.67% 4
2018
Q4 		$28.6M Buy
257,613
+64,212
+33% +$7.69M 2.94% 8
2018
Q3 		$24.5M Buy
193,401
+168,226
+668% +$21.1M 2.5% 9
2018
Q2 		$3.06M Sell
25,175
-10,258
-29% -$1.25M 0.34% 55
2018
Q1 		$4.25M Sell
35,433
-9,642
-21% -$1.2M 0.51% 37
2017
Q4 		$5.61M Sell
45,075
-1,072
-2% -$130K 0.69% 26
2017
Q3 		$5.47M Sell
46,147
-1,162
-2% -$135K 0.72% 24
2017
Q2 		$5.51M Sell
47,309
-11,009
-19% -$1.27M 0.79% 23
2017
Q1 		$6.7M Sell
58,318
-2,067
-3% -$237K 0.84% 23
2016
Q4 		$6.77M Sell
60,385
-13,772
-19% -$1.49M 0.93% 22
2016
Q3 		$7.83M Sell
74,157
-9,807
-12% -$1.03M 1.05% 17
2016
Q2 		$8.67M Buy
83,964
+22,785
+37% +$2.3M 1.2% 15
2016
Q1 		$6.04M Sell
61,179
-29,392
-32% -$2.75M 1.21% 12
2015
Q4 		$8.86M Sell
90,571
-17,320
-16% -$1.72M 1.84% 7
2015
Q3 		$10.1M Buy
107,891
+8,199
+8% +$814K 2.2% 4
2015
Q2 		$10.3M Buy
99,692
+11,703
+13% +$1.23M 2.13% 4
2015
Q1 		$9.07M Buy
87,989
+67,148
+322% +$6.96M 1.95% 3
2014
Q4 		$2.18M Buy
20,841
+10,657
+105% +$1.09M 0.5% 48
2014
Q3 		$1.02M Buy
10,184
+3,937
+63% +$399K 0.27% 91
2014
Q2 		$633K Buy
6,247
+755
+14% +$74K 0.17% 134
2014
Q1 		$530K Buy
5,492
+3,351
+157% +$314K 0.15% 124
2013
Q4 		$202K Buy
+2,141
New +$194K 0.06% 211

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.7% in Q1 2026, selling an estimated $1.23M and leaving 58,701 shares worth $12.5M. The position accounts for 0.45% of the portfolio, ranked #27.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWD in Q4 2013 and has held it in 50 quarters since. The position peaked at $76M in Q3 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 58,701 shares of iShares Russell 1000 Value ETF worth $12.5M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 5,594 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Russell 1000 Value ETF made up 0.45% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #27 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell 1000 Value ETF position peaked at $76M in Q3 2019.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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