Johnson Financial Group Inc (Wisconsin)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Hold |
11,077
| – | – | 0.1% | 106 |
|
|
2025
Q4 | $2.73M | Sell |
11,077
-227
| -2% | -$55.8K | 0.1% | 103 |
|
|
2025
Q3 | $2.74M | Buy |
11,304
+686
| +6% | +$157K | 0.1% | 104 |
|
|
2025
Q2 | $2.29M | Buy |
10,618
+423
| +4% | +$85.1K | 0.1% | 107 |
|
|
2025
Q1 | $2.03M | Buy |
10,195
+901
| +10% | +$195K | 0.1% | 109 |
|
|
2024
Q4 | $2.1M | Buy |
9,294
+703
| +8% | +$160K | 0.1% | 108 |
|
|
2024
Q3 | $1.9M | Buy |
8,591
+2,161
| +34% | +$462K | 0.09% | 112 |
|
|
2024
Q2 | $1.3M | Sell |
6,430
-1,848
| -22% | -$373K | 0.06% | 129 |
|
|
2024
Q1 | $1.74M | Buy |
8,278
+865
| +12% | +$173K | 0.09% | 79 |
|
|
2023
Q4 | $1.49M | Buy |
7,413
+315
| +4% | +$56.4K | 0.08% | 87 |
|
|
2023
Q3 | $1.26M | Buy |
7,098
+344
| +5% | +$64.6K | 0.09% | 94 |
|
|
2023
Q2 | $1.26M | Sell |
6,754
-143
| -2% | -$25.5K | 0.09% | 99 |
|
|
2023
Q1 | $1.23M | Buy |
6,897
+70
| +1% | +$12.9K | 0.09% | 98 |
|
|
2022
Q4 | $1.19M | Sell |
6,827
-619
| -8% | -$110K | 0.09% | 100 |
|
|
2022
Q3 | $1.31M | Sell |
7,446
-145
| -2% | -$26.4K | 0.12% | 85 |
|
|
2022
Q2 | $1.29M | Sell |
7,591
-59,056
| -89% | -$10.9M | 0.09% | 99 |
|
|
2022
Q1 | $13.7M | Sell |
66,647
-2,857
| -4% | -$583K | 0.97% | 15 |
|
|
2021
Q4 | $15.5M | Buy |
69,504
+340
| +0.5% | +$76.8K | 0.98% | 14 |
|
|
2021
Q3 | $15.1M | Sell |
69,164
-2,965
| -4% | -$657K | 1.03% | 14 |
|
|
2021
Q2 | $16.5M | Sell |
72,129
-6,090
| -8% | -$1.37M | 1.08% | 14 |
|
|
2021
Q1 | $17.3M | Sell |
78,219
-8,584
| -10% | -$1.87M | 1.16% | 13 |
|
|
2020
Q4 | $17M | Sell |
86,803
-9,834
| -10% | -$1.72M | 1.46% | 12 |
|
|
2020
Q3 | $14.5M | Sell |
96,637
-20,458
| -17% | -$3.08M | 1.48% | 12 |
|
|
2020
Q2 | $16.8M | Sell |
117,095
-29,077
| -20% | -$3.82M | 1.8% | 8 |
|
|
2020
Q1 | $16.7M | Sell |
146,172
-40,343
| -22% | -$6.01M | 2% | 8 |
|
|
2019
Q4 | $30.9M | Sell |
186,515
-19,168
| -9% | -$3.03M | 2.79% | 8 |
|
|
2019
Q3 | $31.1M | Sell |
205,683
-4,185
| -2% | -$639K | 2.86% | 6 |
|
|
2019
Q2 | $32.6M | Buy |
209,868
+2,756
| +1% | +$425K | 2.9% | 7 |
|
|
2019
Q1 | $31.7M | Buy |
207,112
+42,113
| +26% | +$6.33M | 2.81% | 7 |
|
|
2018
Q4 | $22.1M | Buy |
164,999
+138,679
| +527% | +$20.7M | 2.27% | 10 |
|
|
2018
Q3 | $4.44M | Buy |
26,320
+3,891
| +17% | +$657K | 0.45% | 36 |
|
|
2018
Q2 | $3.67M | Buy |
22,429
+58
| +0.3% | +$9.28K | 0.4% | 45 |
|
|
2018
Q1 | $3.4M | Sell |
22,371
-2,659
| -11% | -$411K | 0.41% | 48 |
|
|
2017
Q4 | $3.81M | Buy |
25,030
+3,335
| +15% | +$501K | 0.47% | 39 |
|
|
2017
Q3 | $3.21M | Buy |
21,695
+3,105
| +17% | +$437K | 0.42% | 43 |
|
|
2017
Q2 | $2.62M | Buy |
18,590
+10,607
| +133% | +$1.47M | 0.38% | 56 |
|
|
2017
Q1 | $1.1M | Sell |
7,983
-709
| -8% | -$96.9K | 0.14% | 146 |
|
|
2016
Q4 | $1.17M | Buy |
8,692
+145
| +2% | +$18.5K | 0.16% | 134 |
|
|
2016
Q3 | $1.06M | Sell |
8,547
-1,277
| -13% | -$155K | 0.14% | 137 |
|
|
2016
Q2 | $1.13M | Buy |
9,824
+2,807
| +40% | +$317K | 0.16% | 131 |
|
|
2016
Q1 | $776K | Hold |
7,017
| – | – | 0.16% | 134 |
|
|
2015
Q4 | $790K | Buy |
7,017
+93
| +1% | +$10.7K | 0.16% | 122 |
|
|
2015
Q3 | $756K | Buy |
6,924
+600
| +9% | +$71.1K | 0.17% | 130 |
|
|
2015
Q2 | $790K | Sell |
6,324
-80
| -1% | -$9.99K | 0.16% | 128 |
|
|
2015
Q1 | $796K | Buy |
6,404
+230
| +4% | +$27.7K | 0.17% | 129 |
|
|
2014
Q4 | $739K | Buy |
6,174
+805
| +15% | +$92.1K | 0.17% | 129 |
|
|
2014
Q3 | $587K | Sell |
5,369
-20
| -0.4% | -$2.29K | 0.15% | 136 |
|
|
2014
Q2 | $640K | Sell |
5,389
-436
| -7% | -$49.5K | 0.17% | 132 |
|
|
2014
Q1 | $678K | Buy |
5,825
+1,345
| +30% | +$155K | 0.2% | 110 |
|
|
2013
Q4 | $517K | Buy |
4,480
+1,980
| +79% | +$219K | 0.15% | 130 |
|
|
2013
Q3 | $267K | Buy |
2,500
+1,500
| +150% | +$155K | 0.08% | 179 |
|
|
2013
Q2 | $97K | Buy |
+1,000
| New | +$95.5K | 0.03% | 324 |
|
Other funds holding IWM
Johnson Financial Group Inc (Wisconsin)'s IWM Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 11,077 shares worth $2.75M. The position accounts for 0.1% of the portfolio, ranked #106.
Johnson Financial Group Inc (Wisconsin) first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q2 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 11,077 shares of iShares Russell 2000 ETF worth $2.75M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.1% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #106 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s iShares Russell 2000 ETF position peaked at $32.6M in Q2 2019.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.